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 9-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 | $84,935 | $102,553-17.2% | $151,611-44.0% | $66,914+26.9% |
| Participation rate | 60.7% | 85.5%-24.8pp | 87.5%-26.7pp | 69.8%-9.1pp |
| Annual return | -17.03% | -10.82%-6.2pp | 3.33%-20.4pp | 1.58%-18.6pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,172 | $6,641-22.1% | $8,363-38.2% | $4,237+22.1% |
| Admin fee / account holder | $6,236 | $630+890.1% | $11,616-46.3% | $593+951.1% |