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 | $116,105 | $167,307-30.6% | $143,757-19.2% | $134,475-13.7% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -15.53% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,523 | $5,619-37.3% | $4,951-28.8% | $4,740-25.7% |
| Participant deferral / active EE | $7,500 | $6,446+16.4% | $5,637+33.0% | $6,400+17.2% |
| Admin fee / account holder | $6,766 | $18,088-62.6% | $14,673-53.9% | $11,426-40.8% |