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 | $54,573 | $133,958-59.3% | $112,228-51.4% | $134,475-59.4% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -6.88% | 47.11%-54.0pp | 27.45%-34.3pp | 417.96%-424.8pp |
| Employer contribution / active EE | $1,683 | $4,038-58.3% | $3,635-53.7% | $4,740-64.5% |
| Participant deferral / active EE | $5,306 | $5,291+0.3% | $4,728+12.2% | $6,400-17.1% |
| Admin fee / account holder | $8,479 | $7,489+13.2% | $6,410+32.3% | $11,426-25.8% |