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 | $94,890 | $129,942-27.0% | $104,294-9.0% | $134,475-29.4% |
| Participation rate | 57.1% | 79.5%-22.4pp | 73.3%-16.1pp | 81.2%-24.1pp |
| Annual return | -14.41% | 42.03%-56.4pp | 24.61%-39.0pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,294 | $4,184-69.1% | $3,372-61.6% | $4,740-72.7% |
| Participant deferral / active EE | $1,617 | $5,588-71.1% | $4,625-65.0% | $6,400-74.7% |
| Admin fee / account holder | $45,778 | $9,323+391.0% | $7,339+523.7% | $11,426+300.6% |