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 6-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 | $105,668 | $167,484-36.9% | $151,611-30.3% | $134,475-21.4% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.5%-29.2pp | 81.2%-22.9pp |
| Annual return | -16.25% | 7.80%-24.0pp | 3.33%-19.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,445 | $6,829-64.2% | $6,166-60.3% | $4,740-48.4% |
| Participant deferral / active EE | $5,109 | $8,986-43.1% | $8,363-38.9% | $6,400-20.2% |
| Admin fee / account holder | $1,019 | $13,783-92.6% | $11,616-91.2% | $11,426-91.1% |