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 5-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 | $61,323 | $133,958-54.2% | $112,228-45.4% | $134,475-54.4% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -16.39% | 47.11%-63.5pp | 27.45%-43.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,266 | $4,038-43.9% | $3,635-37.7% | $4,740-52.2% |
| Participant deferral / active EE | $7,489 | $5,291+41.5% | $4,728+58.4% | $6,400+17.0% |
| Admin fee / account holder | $1,782 | $7,489-76.2% | $6,410-72.2% | $11,426-84.4% |