See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,538 | $133,958+8.6% | $112,228+29.7% | $134,475+8.2% |
| Participation rate | 35.0% | 78.6%-43.6pp | 75.1%-40.1pp | 81.2%-46.2pp |
| Annual return | -5.45% | 47.11%-52.6pp | 27.45%-32.9pp | 417.96%-423.4pp |
| Employer contribution / active EE | $1,219 | $4,038-69.8% | $3,635-66.5% | $4,740-74.3% |
| Participant deferral / active EE | $1,924 | $5,291-63.6% | $4,728-59.3% | $6,400-69.9% |
| Admin fee / account holder | $95,754 | $7,489+1178.7% | $6,410+1393.8% | $11,426+738.0% |