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 | $149,682 | $133,958+11.7% | $112,228+33.4% | $134,475+11.3% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -18.29% | 47.11%-65.4pp | 27.45%-45.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,091 | $4,038-73.0% | $3,635-70.0% | $4,740-77.0% |
| Participant deferral / active EE | $2,451 | $5,291-53.7% | $4,728-48.2% | $6,400-61.7% |
| Admin fee / account holder | $367 | $7,489-95.1% | $6,410-94.3% | $11,426-96.8% |