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 | $125,896 | $133,958-6.0% | $112,228+12.2% | $134,475-6.4% |
| Participation rate | 38.5% | 78.6%-40.1pp | 75.1%-36.6pp | 81.2%-42.8pp |
| Annual return | -17.48% | 47.11%-64.6pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,443 | $4,038-64.3% | $3,635-60.3% | $4,740-69.6% |
| Participant deferral / active EE | $3,378 | $5,291-36.1% | $4,728-28.5% | $6,400-47.2% |
| Admin fee / account holder | $2,264 | $7,489-69.8% | $6,410-64.7% | $11,426-80.2% |