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 | $102,831 | $131,829-22.0% | $108,579-5.3% | $273,961-62.5% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.6%-22.4pp | 83.0%-25.9pp |
| Annual return | 8.80% | -91.57%+100.4pp | -51.70%+60.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $4,366 | $4,912-11.1% | $3,758+16.2% | $4,869-10.3% |
| Participant deferral / active EE | $7,063 | $5,127+37.7% | $4,311+63.8% | $5,287+33.6% |
| Admin fee / account holder | $61,186 | $10,252+496.8% | $7,645+700.3% | $10,132+503.9% |