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 | $116,100 | $167,484-30.7% | $151,611-23.4% | $134,475-13.7% |
| Participation rate | 69.2% | 88.4%-19.2pp | 87.5%-18.3pp | 81.2%-12.0pp |
| Annual return | -9.60% | 7.80%-17.4pp | 3.33%-12.9pp | 417.96%-427.6pp |
| Employer contribution / active EE | $1,521 | $6,829-77.7% | $6,166-75.3% | $4,740-67.9% |
| Participant deferral / active EE | $6,295 | $8,986-29.9% | $8,363-24.7% | $6,400-1.6% |
| Admin fee / account holder | $4,413 | $13,783-68.0% | $11,616-62.0% | $11,426-61.4% |