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 8-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 | $96,819 | $154,117-37.2% | $129,995-25.5% | $139,434-30.6% |
| Participation rate | 52.6% | 82.0%-29.3pp | 78.5%-25.9pp | 80.3%-27.7pp |
| Annual return | 19.52% | 32.48%-13.0pp | -137.18%+156.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,668 | $5,289-68.5% | $4,320-61.4% | $4,751-64.9% |
| Participant deferral / active EE | $4,337 | $6,710-35.4% | $5,820-25.5% | $6,710-35.4% |
| Admin fee / account holder | $449 | $14,007-96.8% | $10,614-95.8% | $11,403-96.1% |