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 | $91,486 | $142,344-35.7% | $119,609-23.5% | $134,475-32.0% |
| Participation rate | 68.4% | 82.8%-14.4pp | 79.3%-10.8pp | 81.2%-12.8pp |
| Annual return | -19.39% | -12.44%-7.0pp | -14.97%-4.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,602 | $5,222-69.3% | $4,232-62.1% | $4,740-66.2% |
| Participant deferral / active EE | $5,134 | $6,469-20.6% | $5,602-8.3% | $6,400-19.8% |
| Admin fee / account holder | $2,700 | $13,584-80.1% | $10,323-73.8% | $11,426-76.4% |