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 | $91,499 | $133,958-31.7% | $112,228-18.5% | $134,475-32.0% |
| Participation rate | 41.2% | 78.6%-37.4pp | 75.1%-33.9pp | 81.2%-40.0pp |
| Annual return | -14.59% | 47.11%-61.7pp | 27.45%-42.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,331 | $4,038-67.0% | $3,635-63.4% | $4,740-71.9% |
| Participant deferral / active EE | $1,657 | $5,291-68.7% | $4,728-64.9% | $6,400-74.1% |
| Admin fee / account holder | $917 | $7,489-87.8% | $6,410-85.7% | $11,426-92.0% |