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 | $73,293 | $127,386-42.5% | $115,037-36.3% | $125,391-41.5% |
| Participation rate | 54.5% | 84.2%-29.6pp | 81.4%-26.8pp | 83.2%-28.6pp |
| Annual return | -2.87% | 31.28%-34.1pp | 26.14%-29.0pp | 282.22%-285.1pp |
| Employer contribution / active EE | $2,294 | $5,166-55.6% | $4,608-50.2% | $4,866-52.9% |
| Participant deferral / active EE | $3,212 | $6,423-50.0% | $6,026-46.7% | $5,352-40.0% |
| Admin fee / account holder | $2,607 | $9,516-72.6% | $8,175-68.1% | $9,540-72.7% |