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 | $104,024 | $133,958-22.3% | $112,228-7.3% | $134,475-22.6% |
| Participation rate | 56.5% | 78.6%-22.0pp | 75.1%-18.5pp | 81.2%-24.7pp |
| Annual return | -10.73% | 47.11%-57.8pp | 27.45%-38.2pp | 417.96%-428.7pp |
| Employer contribution / active EE | $2,410 | $4,038-40.3% | $3,635-33.7% | $4,740-49.1% |
| Participant deferral / active EE | $5,189 | $5,291-1.9% | $4,728+9.8% | $6,400-18.9% |
| Admin fee / account holder | $10,802 | $7,489+44.2% | $6,410+68.5% | $11,426-5.5% |