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 | $105,595 | $142,344-25.8% | $119,609-11.7% | $134,475-21.5% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -16.22% | -12.44%-3.8pp | -14.97%-1.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,337 | $5,222-16.9% | $4,232+2.5% | $4,740-8.5% |
| Participant deferral / active EE | $7,458 | $6,469+15.3% | $5,602+33.1% | $6,400+16.5% |
| Admin fee / account holder | $20,014 | $13,584+47.3% | $10,323+93.9% | $11,426+75.2% |