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 | $66,236 | $82,286-19.5% | $68,791-3.7% | $134,475-50.7% |
| Participation rate | 63.6% | 75.1%-11.4pp | 69.0%-5.4pp | 81.2%-17.6pp |
| Annual return | -14.90% | -2.19%-12.7pp | -6.38%-8.5pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,125 | $3,301-65.9% | $2,655-57.6% | $4,740-76.3% |
| Participant deferral / active EE | $1,988 | $4,739-58.0% | $3,941-49.5% | $6,400-68.9% |
| Admin fee / account holder | $1,886 | $6,481-70.9% | $4,932-61.8% | $11,426-83.5% |