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 | $93,525 | $133,958-30.2% | $112,228-16.7% | $134,475-30.5% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -13.05% | 47.11%-60.2pp | 27.45%-40.5pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,878 | $4,038-53.5% | $3,635-48.3% | $4,740-60.4% |
| Participant deferral / active EE | $2,721 | $5,291-48.6% | $4,728-42.4% | $6,400-57.5% |
| Admin fee / account holder | $3,687 | $7,489-50.8% | $6,410-42.5% | $11,426-67.7% |