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 | $87,646 | $211,958-58.6% | $169,463-48.3% | $135,375-35.3% |
| Participation rate | 41.7% | 82.6%-41.0pp | 77.8%-36.1pp | 82.6%-41.0pp |
| Annual return | -8.69% | 3.26%-12.0pp | 1.83%-10.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,194 | $5,120-76.7% | $4,159-71.3% | $4,779-75.0% |
| Participant deferral / active EE | $5,063 | $6,075-16.7% | $5,277-4.0% | $5,609-9.7% |
| Admin fee / account holder | $5,192 | $11,471-54.7% | $9,109-43.0% | $10,827-52.0% |