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 | $82,813 | $152,509-45.7% | $117,472-29.5% | $134,475-38.4% |
| Participation rate | 68.2% | 77.1%-8.9pp | 70.6%-2.4pp | 81.2%-13.0pp |
| Annual return | -13.72% | 52.99%-66.7pp | 29.74%-43.5pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,807 | $5,571-67.6% | $4,176-56.7% | $4,740-61.9% |
| Participant deferral / active EE | $6,270 | $4,818+30.1% | $4,070+54.0% | $6,400-2.0% |
| Admin fee / account holder | $14,718 | $7,004+110.1% | $5,645+160.7% | $11,426+28.8% |