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 | $100,579 | $81,900+22.8% | $119,609-15.9% | $68,494+46.8% |
| Participation rate | 47.5% | 71.9%-24.4pp | 79.3%-31.8pp | 67.9%-20.4pp |
| Annual return | -8.26% | -23.82%+15.6pp | -14.97%+6.7pp | -7.84%-0.4pp |
| Employer contribution / active EE | $1,240 | $2,693-53.9% | $4,232-70.7% | $2,596-52.2% |
| Participant deferral / active EE | $4,087 | $4,148-1.5% | $5,602-27.0% | $4,027+1.5% |
| Admin fee / account holder | $7,319 | $6,582+11.2% | $10,323-29.1% | $5,403+35.5% |