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 | $107,182 | $100,754+6.4% | $86,677+23.7% | $134,475-20.3% |
| Participation rate | 58.8% | 78.9%-20.1pp | 76.6%-17.8pp | 81.2%-22.4pp |
| Annual return | -16.80% | 29.04%-45.8pp | 35.91%-52.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,611 | $3,489-53.8% | $2,836-43.2% | $4,740-66.0% |
| Participant deferral / active EE | $4,748 | $5,338-11.0% | $4,656+2.0% | $6,400-25.8% |
| Admin fee / account holder | $2,906 | $10,926-73.4% | $7,493-61.2% | $11,426-74.6% |