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 | $97,142 | $158,817-38.8% | $121,196-19.8% | $135,375-28.2% |
| Participation rate | 41.2% | 79.3%-38.1pp | 71.7%-30.6pp | 82.6%-41.5pp |
| Annual return | -6.23% | -0.64%-5.6pp | 16.93%-23.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $193 | $5,665-96.6% | $4,022-95.2% | $4,779-96.0% |
| Participant deferral / active EE | $1,528 | $4,005-61.8% | $3,344-54.3% | $5,609-72.8% |
| Admin fee / account holder | $10,909 | $6,512+67.5% | $5,019+117.4% | $10,827+0.8% |