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 | $95,562 | $133,958-28.7% | $112,228-14.8% | $134,475-28.9% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.1%-6.3pp | 81.2%-12.5pp |
| Annual return | -16.49% | 47.11%-63.6pp | 27.45%-43.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,780 | $4,038-55.9% | $3,635-51.0% | $4,740-62.4% |
| Participant deferral / active EE | $4,557 | $5,291-13.9% | $4,728-3.6% | $6,400-28.8% |
| Admin fee / account holder | $865 | $7,489-88.5% | $6,410-86.5% | $11,426-92.4% |