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 8-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 | $62,179 | $100,754-38.3% | $86,677-28.3% | $134,475-53.8% |
| Participation rate | 37.5% | 78.9%-41.4pp | 76.6%-39.1pp | 81.2%-43.7pp |
| Annual return | -16.20% | 29.04%-45.2pp | 35.91%-52.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,057 | $3,489-69.7% | $2,836-62.7% | $4,740-77.7% |
| Participant deferral / active EE | $2,545 | $5,338-52.3% | $4,656-45.3% | $6,400-60.2% |
| Admin fee / account holder | $5,018 | $10,926-54.1% | $7,493-33.0% | $11,426-56.1% |