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 | $69,099 | $131,829-47.6% | $108,579-36.4% | $273,961-74.8% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.6%-17.1pp | 83.0%-20.5pp |
| Annual return | 9.25% | -91.57%+100.8pp | -51.70%+60.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,106 | $4,912-77.5% | $3,758-70.6% | $4,869-77.3% |
| Participant deferral / active EE | $1,701 | $5,127-66.8% | $4,311-60.5% | $5,287-67.8% |
| Admin fee / account holder | $1,011 | $10,252-90.1% | $7,645-86.8% | $10,132-90.0% |