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 | $62,659 | $58,577+7.0% | $83,333-24.8% | $64,186-2.4% |
| Participation rate | 52.1% | 72.0%-19.9pp | 77.8%-25.7pp | 69.6%-17.5pp |
| Annual return | -6.91% | 9.65%-16.6pp | 10.63%-17.5pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,238 | $4,654-8.9% | $5,565-23.8% | $3,470+22.1% |
| Admin fee / account holder | $15,009 | $9,275+61.8% | $7,510+99.8% | $4,888+207.1% |