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 | $116,301 | $127,386-8.7% | $115,037+1.1% | $125,391-7.2% |
| Participation rate | 52.4% | 84.2%-31.8pp | 81.4%-29.0pp | 83.2%-30.8pp |
| Annual return | -2.20% | 31.28%-33.5pp | 26.14%-28.3pp | 282.22%-284.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,431 | $6,423-46.6% | $6,026-43.1% | $5,352-35.9% |
| Admin fee / account holder | $13,782 | $9,516+44.8% | $8,175+68.6% | $9,540+44.5% |