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 | $61,356 | $129,942-52.8% | $104,294-41.2% | $134,475-54.4% |
| Participation rate | 64.3% | 79.5%-15.2pp | 73.3%-9.0pp | 81.2%-16.9pp |
| Annual return | -14.80% | 42.03%-56.8pp | 24.61%-39.4pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,241 | $4,184-70.3% | $3,372-63.2% | $4,740-73.8% |
| Participant deferral / active EE | $2,398 | $5,588-57.1% | $4,625-48.1% | $6,400-62.5% |
| Admin fee / account holder | $7,410 | $9,323-20.5% | $7,339+1.0% | $11,426-35.1% |