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 9-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 | $87,752 | $142,344-38.4% | $119,609-26.6% | $134,475-34.7% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.3%-36.4pp | 81.2%-38.4pp |
| Annual return | -18.50% | -12.44%-6.1pp | -14.97%-3.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,857 | $5,222-64.4% | $4,232-56.1% | $4,740-60.8% |
| Participant deferral / active EE | $7,467 | $6,469+15.4% | $5,602+33.3% | $6,400+16.7% |
| Admin fee / account holder | $8,570 | $13,584-36.9% | $10,323-17.0% | $11,426-25.0% |