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 | $82,932 | $95,971-13.6% | $74,550+11.2% | $135,375-38.7% |
| Participation rate | 52.4% | 75.7%-23.3pp | 69.1%-16.8pp | 82.6%-30.3pp |
| Annual return | -5.57% | 56.96%-62.5pp | 32.53%-38.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,374 | $3,843+13.8% | $3,108+40.7% | $5,609-22.0% |
| Admin fee / account holder | $7,110 | $6,522+9.0% | $5,060+40.5% | $10,827-34.3% |