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 | $144,562 | $168,632-14.3% | $147,614-2.1% | $125,391+15.3% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -2.82% | 77.65%-80.5pp | 61.98%-64.8pp | 282.22%-285.0pp |
| Employer contribution / active EE | $2,104 | $6,252-66.4% | $5,564-62.2% | $4,866-56.8% |
| Participant deferral / active EE | $4,518 | $5,507-18.0% | $4,895-7.7% | $5,352-15.6% |
| Admin fee / account holder | $1,844 | $13,580-86.4% | $11,611-84.1% | $9,540-80.7% |