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 | $137,630 | $100,754+36.6% | $86,677+58.8% | $134,475+2.3% |
| Participation rate | 61.5% | 78.9%-17.4pp | 76.6%-15.0pp | 81.2%-19.7pp |
| Annual return | -15.40% | 29.04%-44.4pp | 35.91%-51.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,542 | $3,489-55.8% | $2,836-45.6% | $4,740-67.5% |
| Participant deferral / active EE | $6,683 | $5,338+25.2% | $4,656+43.5% | $6,400+4.4% |
| Admin fee / account holder | $41,585 | $10,926+280.6% | $7,493+455.0% | $11,426+264.0% |