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 | $87,086 | $90,590-3.9% | $90,782-4.1% | $135,375-35.7% |
| Participation rate | 61.9% | 83.7%-21.8pp | 82.7%-20.8pp | 82.6%-20.7pp |
| Annual return | -5.38% | -3.40%-2.0pp | -3.42%-2.0pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,656 | $4,352-61.9% | $4,105-59.7% | $4,779-65.3% |
| Participant deferral / active EE | $2,762 | $5,407-48.9% | $5,366-48.5% | $5,609-50.8% |
| Admin fee / account holder | $10,029 | $7,683+30.5% | $5,908+69.8% | $10,827-7.4% |