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 | $66,998 | $167,307-60.0% | $143,757-53.4% | $134,475-50.2% |
| Participation rate | 47.6% | 84.8%-37.2pp | 80.3%-32.7pp | 81.2%-33.6pp |
| Annual return | -17.37% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,415 | $5,619-74.8% | $4,951-71.4% | $4,740-70.1% |
| Participant deferral / active EE | $2,179 | $6,446-66.2% | $5,637-61.3% | $6,400-65.9% |
| Admin fee / account holder | $21,998 | $18,088+21.6% | $14,673+49.9% | $11,426+92.5% |