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 | $89,651 | $127,386-29.6% | $115,037-22.1% | $125,391-28.5% |
| Participation rate | 37.5% | 84.2%-46.7pp | 81.4%-43.9pp | 83.2%-45.7pp |
| Annual return | -2.17% | 31.28%-33.4pp | 26.14%-28.3pp | 282.22%-284.4pp |
| Employer contribution / active EE | $3,891 | $5,166-24.7% | $4,608-15.6% | $4,866-20.0% |
| Participant deferral / active EE | $7,147 | $6,423+11.3% | $6,026+18.6% | $5,352+33.5% |
| Admin fee / account holder | $4,256 | $9,516-55.3% | $8,175-47.9% | $9,540-55.4% |