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 | $74,877 | $152,509-50.9% | $117,472-36.3% | $134,475-44.3% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -12.15% | 52.99%-65.1pp | 29.74%-41.9pp | 417.96%-430.1pp |
| Employer contribution / active EE | $901 | $5,571-83.8% | $4,176-78.4% | $4,740-81.0% |
| Participant deferral / active EE | $5,774 | $4,818+19.8% | $4,070+41.9% | $6,400-9.8% |
| Admin fee / account holder | $1,838 | $7,004-73.8% | $5,645-67.4% | $11,426-83.9% |