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 | $93,104 | $133,958-30.5% | $112,228-17.0% | $134,475-30.8% |
| Participation rate | 61.9% | 78.6%-16.7pp | 75.1%-13.2pp | 81.2%-19.3pp |
| Annual return | -15.38% | 47.11%-62.5pp | 27.45%-42.8pp | 417.96%-433.3pp |
| Employer contribution / active EE | $991 | $4,038-75.5% | $3,635-72.7% | $4,740-79.1% |
| Participant deferral / active EE | $3,480 | $5,291-34.2% | $4,728-26.4% | $6,400-45.6% |
| Admin fee / account holder | $3,841 | $7,489-48.7% | $6,410-40.1% | $11,426-66.4% |