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 | $100,348 | $100,754-0.4% | $86,677+15.8% | $134,475-25.4% |
| Participation rate | 44.4% | 78.9%-34.5pp | 76.6%-32.1pp | 81.2%-36.8pp |
| Annual return | -13.83% | 29.04%-42.9pp | 35.91%-49.7pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,742 | $3,489-50.1% | $2,836-38.6% | $4,740-63.2% |
| Participant deferral / active EE | $6,720 | $5,338+25.9% | $4,656+44.3% | $6,400+5.0% |
| Admin fee / account holder | $542 | $10,926-95.0% | $7,493-92.8% | $11,426-95.3% |