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 | $118,839 | $133,958-11.3% | $112,228+5.9% | $134,475-11.6% |
| Participation rate | 58.8% | 78.6%-19.7pp | 75.1%-16.2pp | 81.2%-22.4pp |
| Annual return | -17.12% | 47.11%-64.2pp | 27.45%-44.6pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,234 | $4,038-44.7% | $3,635-38.5% | $4,740-52.9% |
| Participant deferral / active EE | $4,002 | $5,291-24.4% | $4,728-15.4% | $6,400-37.5% |
| Admin fee / account holder | $2,360 | $7,489-68.5% | $6,410-63.2% | $11,426-79.3% |