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 | $98,188 | $142,344-31.0% | $119,609-17.9% | $134,475-27.0% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -18.00% | -12.44%-5.6pp | -14.97%-3.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,438 | $5,222-53.3% | $4,232-42.4% | $4,740-48.6% |
| Participant deferral / active EE | $4,701 | $6,469-27.3% | $5,602-16.1% | $6,400-26.6% |
| Admin fee / account holder | $2,640 | $13,584-80.6% | $10,323-74.4% | $11,426-76.9% |