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 | $153,465 | $211,958-27.6% | $169,463-9.4% | $135,375+13.4% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -1.83% | 3.26%-5.1pp | 1.83%-3.7pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,162 | $5,120-57.8% | $4,159-48.0% | $4,779-54.8% |
| Participant deferral / active EE | $15,533 | $6,075+155.7% | $5,277+194.4% | $5,609+176.9% |
| Admin fee / account holder | $4,816 | $11,471-58.0% | $9,109-47.1% | $10,827-55.5% |