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 4-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 | $73,040 | $129,942-43.8% | $104,294-30.0% | $134,475-45.7% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -14.33% | 42.03%-56.4pp | 24.61%-38.9pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,686 | $4,184-59.7% | $3,372-50.0% | $4,740-64.4% |
| Participant deferral / active EE | $4,439 | $5,588-20.6% | $4,625-4.0% | $6,400-30.6% |
| Admin fee / account holder | $5,570 | $9,323-40.3% | $7,339-24.1% | $11,426-51.3% |