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 | $73,253 | $87,705-16.5% | $63,517+15.3% | $125,391-41.6% |
| Participation rate | 54.2% | 77.0%-22.9pp | 71.0%-16.9pp | 83.2%-29.0pp |
| Annual return | -1.32% | 21.70%-23.0pp | -70.30%+69.0pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,307 | $3,601-35.9% | $2,322-0.6% | $4,866-52.6% |
| Participant deferral / active EE | $3,050 | $3,939-22.6% | $2,953+3.3% | $5,352-43.0% |
| Admin fee / account holder | $4,124 | $11,948-65.5% | $5,892-30.0% | $9,540-56.8% |