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 | $68,812 | $211,958-67.5% | $169,463-59.4% | $135,375-49.2% |
| Participation rate | 41.7% | 82.6%-41.0pp | 77.8%-36.1pp | 82.6%-41.0pp |
| Annual return | -8.34% | 3.26%-11.6pp | 1.83%-10.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,117 | $6,075-65.1% | $5,277-59.9% | $5,609-62.2% |
| Admin fee / account holder | $5,898 | $11,471-48.6% | $9,109-35.2% | $10,827-45.5% |