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 | $137,060 | $95,862+43.0% | $79,550+72.3% | $134,475+1.9% |
| Participation rate | 46.7% | 75.0%-28.4pp | 69.5%-22.8pp | 81.2%-34.6pp |
| Annual return | -18.16% | -2.69%-15.5pp | 0.16%-18.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,466 | $3,128-21.2% | $2,413+2.2% | $4,740-48.0% |
| Participant deferral / active EE | $5,491 | $4,693+17.0% | $3,985+37.8% | $6,400-14.2% |
| Admin fee / account holder | $1,154 | $9,126-87.4% | $6,832-83.1% | $11,426-89.9% |