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 | $92,301 | $175,600-47.4% | $129,110-28.5% | $134,475-31.4% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.3%-10.6pp | 81.2%-14.6pp |
| Annual return | -10.75% | -11.39%+0.6pp | -10.94%+0.2pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,533 | $6,355-75.9% | $5,052-69.7% | $4,740-67.7% |
| Participant deferral / active EE | $3,604 | $7,975-54.8% | $6,542-44.9% | $6,400-43.7% |
| Admin fee / account holder | $1,255 | $23,567-94.7% | $14,302-91.2% | $11,426-89.0% |