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 | $29,002 | $131,829-78.0% | $108,579-73.3% | $273,961-89.4% |
| Participation rate | 58.3% | 83.5%-25.1pp | 79.6%-21.2pp | 83.0%-24.7pp |
| Annual return | 5.56% | -91.57%+97.1pp | -51.70%+57.3pp | 41.45%-35.9pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,045 | $5,127-40.6% | $4,311-29.4% | $5,287-42.4% |
| Admin fee / account holder | $20,007 | $10,252+95.2% | $7,645+161.7% | $10,132+97.5% |