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 | $114,701 | $142,344-19.4% | $119,609-4.1% | $134,475-14.7% |
| Participation rate | 46.7% | 82.8%-36.1pp | 79.3%-32.6pp | 81.2%-34.6pp |
| Annual return | -18.74% | -12.44%-6.3pp | -14.97%-3.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,671 | $6,469-43.3% | $5,602-34.5% | $6,400-42.6% |
| Admin fee / account holder | $719 | $13,584-94.7% | $10,323-93.0% | $11,426-93.7% |