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 | $57,186 | $95,971-40.4% | $74,550-23.3% | $135,375-57.8% |
| Participation rate | 41.2% | 75.7%-34.5pp | 69.1%-28.0pp | 82.6%-41.5pp |
| Annual return | -1.18% | 56.96%-58.1pp | 32.53%-33.7pp | 519.73%-520.9pp |
| Employer contribution / active EE | $313 | $2,716-88.5% | $1,961-84.0% | $4,779-93.4% |
| Participant deferral / active EE | $1,454 | $3,843-62.2% | $3,108-53.2% | $5,609-74.1% |
| Admin fee / account holder | $16,647 | $6,522+155.3% | $5,060+229.0% | $10,827+53.8% |