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 | $86,214 | $100,754-14.4% | $86,677-0.5% | $134,475-35.9% |
| Participation rate | 42.9% | 78.9%-36.1pp | 76.6%-33.7pp | 81.2%-38.4pp |
| Annual return | -14.76% | 29.04%-43.8pp | 35.91%-50.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,635 | $3,489-53.1% | $2,836-42.3% | $4,740-65.5% |
| Participant deferral / active EE | $7,474 | $5,338+40.0% | $4,656+60.5% | $6,400+16.8% |
| Admin fee / account holder | $423 | $10,926-96.1% | $7,493-94.4% | $11,426-96.3% |