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 | $79,815 | $105,860-24.6% | $90,749-12.0% | $134,475-40.6% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -8.80% | -11.01%+2.2pp | -12.16%+3.4pp | 417.96%-426.8pp |
| Employer contribution / active EE | $1,009 | $3,462-70.9% | $2,921-65.5% | $4,740-78.7% |
| Participant deferral / active EE | $3,208 | $5,216-38.5% | $4,564-29.7% | $6,400-49.9% |
| Admin fee / account holder | $65,603 | $13,938+370.7% | $8,445+676.9% | $11,426+474.2% |