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 | $82,212 | $97,881-16.0% | $80,004+2.8% | $125,391-34.4% |
| Participation rate | 55.6% | 77.9%-22.3pp | 73.0%-17.5pp | 83.2%-27.6pp |
| Annual return | -3.14% | 9.36%-12.5pp | 7.63%-10.8pp | 282.22%-285.4pp |
| Employer contribution / active EE | $1,044 | $3,128-66.6% | $2,473-57.8% | $4,866-78.5% |
| Participant deferral / active EE | $2,160 | $3,744-42.3% | $3,204-32.6% | $5,352-59.6% |
| Admin fee / account holder | $2,875 | $6,278-54.2% | $5,033-42.9% | $9,540-69.9% |