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 | $131,375 | $117,690+11.6% | $71,735+83.1% | $134,475-2.3% |
| Participation rate | 58.8% | 68.8%-10.0pp | 62.3%-3.5pp | 81.2%-22.4pp |
| Annual return | -19.51% | 25.44%-44.9pp | 9.14%-28.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,262 | $2,525-50.0% | $1,704-25.9% | $4,740-73.4% |
| Participant deferral / active EE | $5,337 | $3,759+42.0% | $2,658+100.8% | $6,400-16.6% |
| Admin fee / account holder | $2,680 | $6,379-58.0% | $3,974-32.6% | $11,426-76.5% |