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 | $75,921 | $138,065-45.0% | $123,544-38.5% | $135,375-43.9% |
| Participation rate | 41.7% | 84.7%-43.1pp | 82.3%-40.6pp | 82.6%-41.0pp |
| Annual return | -8.44% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $3,429 | $5,151-33.4% | $4,628-25.9% | $4,779-28.2% |
| Participant deferral / active EE | $3,657 | $6,799-46.2% | $6,426-43.1% | $5,609-34.8% |
| Admin fee / account holder | $3,193 | $10,916-70.7% | $9,284-65.6% | $10,827-70.5% |