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 | $93,243 | $133,958-30.4% | $112,228-16.9% | $134,475-30.7% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -16.10% | 47.11%-63.2pp | 27.45%-43.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $817 | $4,038-79.8% | $3,635-77.5% | $4,740-82.8% |
| Participant deferral / active EE | $2,093 | $5,291-60.4% | $4,728-55.7% | $6,400-67.3% |
| Admin fee / account holder | $15,427 | $7,489+106.0% | $6,410+140.7% | $11,426+35.0% |