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 | $87,114 | $92,222-5.5% | $76,768+13.5% | $135,375-35.7% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -5.54% | 5.46%-11.0pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,368 | $3,216-57.5% | $2,485-45.0% | $4,779-71.4% |
| Participant deferral / active EE | $1,908 | $4,509-57.7% | $3,852-50.5% | $5,609-66.0% |
| Admin fee / account holder | $2,893 | $10,748-73.1% | $6,675-56.7% | $10,827-73.3% |