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 | $61,504 | $95,862-35.8% | $79,550-22.7% | $134,475-54.3% |
| Participation rate | 41.2% | 75.0%-33.9pp | 69.5%-28.3pp | 81.2%-40.0pp |
| Annual return | -19.64% | -2.69%-17.0pp | 0.16%-19.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $599 | $3,128-80.8% | $2,413-75.2% | $4,740-87.4% |
| Participant deferral / active EE | $2,485 | $4,693-47.1% | $3,985-37.7% | $6,400-61.2% |
| Admin fee / account holder | $2,871 | $9,126-68.5% | $6,832-58.0% | $11,426-74.9% |