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 | $107,193 | $142,344-24.7% | $119,609-10.4% | $134,475-20.3% |
| Participation rate | 42.1% | 82.8%-40.7pp | 79.3%-37.2pp | 81.2%-39.1pp |
| Annual return | -5.47% | -12.44%+7.0pp | -14.97%+9.5pp | 417.96%-423.4pp |
| Employer contribution / active EE | $2,861 | $5,222-45.2% | $4,232-32.4% | $4,740-39.6% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $35,690 | $13,584+162.7% | $10,323+245.7% | $11,426+212.4% |