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 | $187,878 | $100,754+86.5% | $86,677+116.8% | $134,475+39.7% |
| Participation rate | 22.2% | 78.9%-56.7pp | 76.6%-54.4pp | 81.2%-59.0pp |
| Annual return | -15.75% | 29.04%-44.8pp | 35.91%-51.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,237 | $3,489-35.9% | $2,836-21.1% | $4,740-52.8% |
| Participant deferral / active EE | $2,796 | $5,338-47.6% | $4,656-40.0% | $6,400-56.3% |
| Admin fee / account holder | $2,506 | $10,926-77.1% | $7,493-66.6% | $11,426-78.1% |