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 | $121,106 | $106,543+13.7% | $91,220+32.8% | $134,475-9.9% |
| Participation rate | 41.2% | 76.8%-35.6pp | 73.2%-32.0pp | 81.2%-40.0pp |
| Annual return | -17.45% | 160.60%-178.0pp | 114.01%-131.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $928 | $3,331-72.1% | $2,850-67.4% | $4,740-80.4% |
| Participant deferral / active EE | $3,339 | $4,719-29.2% | $4,234-21.1% | $6,400-47.8% |
| Admin fee / account holder | $1,437 | $6,231-76.9% | $5,420-73.5% | $11,426-87.4% |