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 | $105,416 | $138,065-23.6% | $123,544-14.7% | $135,375-22.1% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -3.02% | 153.68%-156.7pp | 119.20%-122.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $6,152 | $5,151+19.4% | $4,628+32.9% | $4,779+28.7% |
| Participant deferral / active EE | $5,830 | $6,799-14.3% | $6,426-9.3% | $5,609+3.9% |
| Admin fee / account holder | $1,176 | $10,916-89.2% | $9,284-87.3% | $10,827-89.1% |