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 | $113,826 | $152,509-25.4% | $117,472-3.1% | $134,475-15.4% |
| Participation rate | 63.2% | 77.1%-13.9pp | 70.6%-7.4pp | 81.2%-18.1pp |
| Annual return | 0.43% | 52.99%-52.6pp | 29.74%-29.3pp | 417.96%-417.5pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,865 | $4,818-40.5% | $4,070-29.6% | $6,400-55.2% |
| Admin fee / account holder | $12,321 | $7,004+75.9% | $5,645+118.3% | $11,426+7.8% |