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 | $105,162 | $105,860-0.7% | $90,749+15.9% | $134,475-21.8% |
| Participation rate | 40.0% | 78.2%-38.2pp | 75.7%-35.7pp | 81.2%-41.2pp |
| Annual return | -15.54% | -11.01%-4.5pp | -12.16%-3.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,473 | $3,462-57.5% | $2,921-49.6% | $4,740-68.9% |
| Participant deferral / active EE | $4,524 | $5,216-13.3% | $4,564-0.9% | $6,400-29.3% |
| Admin fee / account holder | $524 | $13,938-96.2% | $8,445-93.8% | $11,426-95.4% |