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 | $98,725 | $133,958-26.3% | $112,228-12.0% | $134,475-26.6% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -10.92% | 47.11%-58.0pp | 27.45%-38.4pp | 417.96%-428.9pp |
| Employer contribution / active EE | $2,735 | $4,038-32.3% | $3,635-24.8% | $4,740-42.3% |
| Participant deferral / active EE | $6,220 | $5,291+17.6% | $4,728+31.6% | $6,400-2.8% |
| Admin fee / account holder | $249,511 | $7,489+3231.9% | $6,410+3792.5% | $11,426+2083.7% |