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 | $73,941 | $140,578-47.4% | $100,671-26.6% | $125,391-41.0% |
| Participation rate | 52.9% | 80.4%-27.5pp | 70.7%-17.8pp | 83.2%-30.2pp |
| Annual return | -1.16% | 24.67%-25.8pp | 20.43%-21.6pp | 282.22%-283.4pp |
| Employer contribution / active EE | $243 | $5,965-95.9% | $4,012-94.0% | $4,866-95.0% |
| Participant deferral / active EE | $1,584 | $3,981-60.2% | $3,144-49.6% | $5,352-70.4% |
| Admin fee / account holder | $885 | $6,716-86.8% | $4,850-81.8% | $9,540-90.7% |