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 | $61,824 | $138,065-55.2% | $123,544-50.0% | $135,375-54.3% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -3.78% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,180 | $5,151-57.7% | $4,628-52.9% | $4,779-54.4% |
| Participant deferral / active EE | $4,555 | $6,799-33.0% | $6,426-29.1% | $5,609-18.8% |
| Admin fee / account holder | $7,789 | $10,916-28.6% | $9,284-16.1% | $10,827-28.1% |