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 | $105,557 | $152,509-30.8% | $117,472-10.1% | $134,475-21.5% |
| Participation rate | 37.5% | 77.1%-39.6pp | 70.6%-33.1pp | 81.2%-43.7pp |
| Annual return | -15.02% | 52.99%-68.0pp | 29.74%-44.8pp | 417.96%-433.0pp |
| Employer contribution / active EE | $305 | $5,571-94.5% | $4,176-92.7% | $4,740-93.6% |
| Participant deferral / active EE | $305 | $4,818-93.7% | $4,070-92.5% | $6,400-95.2% |
| Admin fee / account holder | $4,184 | $7,004-40.3% | $5,645-25.9% | $11,426-63.4% |