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 | $96,773 | $167,307-42.2% | $143,757-32.7% | $134,475-28.0% |
| Participation rate | 59.1% | 84.8%-25.7pp | 80.3%-21.2pp | 81.2%-22.1pp |
| Annual return | -15.93% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,411 | $5,619-74.9% | $4,951-71.5% | $4,740-70.2% |
| Participant deferral / active EE | $4,850 | $6,446-24.8% | $5,637-14.0% | $6,400-24.2% |
| Admin fee / account holder | $2,237 | $18,088-87.6% | $14,673-84.8% | $11,426-80.4% |