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 5-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 | $99,177 | $190,805-48.0% | $159,960-38.0% | $134,475-26.2% |
| Participation rate | 53.8% | 81.9%-28.1pp | 78.0%-24.1pp | 81.2%-27.4pp |
| Annual return | -7.70% | 552.23%-559.9pp | 408.60%-416.3pp | 417.96%-425.7pp |
| Employer contribution / active EE | $2,825 | $4,995-43.4% | $4,226-33.1% | $4,740-40.4% |
| Participant deferral / active EE | $4,436 | $6,923-35.9% | $6,182-28.3% | $6,400-30.7% |
| Admin fee / account holder | $12,636 | $10,471+20.7% | $8,698+45.3% | $11,426+10.6% |