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 | $124,075 | $167,307-25.8% | $143,757-13.7% | $134,475-7.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -13.14% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,017 | $5,619-64.1% | $4,951-59.3% | $4,740-57.4% |
| Participant deferral / active EE | $7,271 | $6,446+12.8% | $5,637+29.0% | $6,400+13.6% |
| Admin fee / account holder | $669 | $18,088-96.3% | $14,673-95.4% | $11,426-94.1% |