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 | $53,196 | $95,862-44.5% | $79,550-33.1% | $134,475-60.4% |
| Participation rate | 25.0% | 75.0%-50.0pp | 69.5%-44.5pp | 81.2%-56.2pp |
| Annual return | -5.83% | -2.69%-3.1pp | 0.16%-6.0pp | 417.96%-423.8pp |
| Employer contribution / active EE | $1,556 | $3,128-50.3% | $2,413-35.5% | $4,740-67.2% |
| Participant deferral / active EE | $3,020 | $4,693-35.7% | $3,985-24.2% | $6,400-52.8% |
| Admin fee / account holder | $1,215 | $9,126-86.7% | $6,832-82.2% | $11,426-89.4% |