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 | $86,903 | $138,065-37.1% | $123,544-29.7% | $135,375-35.8% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -3.32% | 153.68%-157.0pp | 119.20%-122.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,108 | $5,151-59.1% | $4,628-54.4% | $4,779-55.9% |
| Participant deferral / active EE | $6,487 | $6,799-4.6% | $6,426+1.0% | $5,609+15.7% |
| Admin fee / account holder | $11,905 | $10,916+9.1% | $9,284+28.2% | $10,827+10.0% |