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 | $89,240 | $138,065-35.4% | $123,544-27.8% | $135,375-34.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.08% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,027 | $5,151-60.7% | $4,628-56.2% | $4,779-57.6% |
| Participant deferral / active EE | $4,017 | $6,799-40.9% | $6,426-37.5% | $5,609-28.4% |
| Admin fee / account holder | $1,626 | $10,916-85.1% | $9,284-82.5% | $10,827-85.0% |