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 | $114,656 | $167,307-31.5% | $143,757-20.2% | $134,475-14.7% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -6.48% | 0.46%-6.9pp | -0.04%-6.4pp | 417.96%-424.4pp |
| Employer contribution / active EE | $1,983 | $5,619-64.7% | $4,951-59.9% | $4,740-58.2% |
| Participant deferral / active EE | $6,293 | $6,446-2.4% | $5,637+11.6% | $6,400-1.7% |
| Admin fee / account holder | $20,980 | $18,088+16.0% | $14,673+43.0% | $11,426+83.6% |