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 | $103,976 | $129,942-20.0% | $104,294-0.3% | $134,475-22.7% |
| Participation rate | 63.6% | 79.5%-15.9pp | 73.3%-9.6pp | 81.2%-17.6pp |
| Annual return | -16.58% | 42.03%-58.6pp | 24.61%-41.2pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,558 | $4,184-62.8% | $3,372-53.8% | $4,740-67.1% |
| Participant deferral / active EE | $2,194 | $5,588-60.7% | $4,625-52.6% | $6,400-65.7% |
| Admin fee / account holder | $1,943 | $9,323-79.2% | $7,339-73.5% | $11,426-83.0% |