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 | $43,804 | $167,307-73.8% | $143,757-69.5% | $134,475-67.4% |
| Participation rate | 64.3% | 84.8%-20.5pp | 80.3%-16.0pp | 81.2%-16.9pp |
| Annual return | -12.42% | 0.46%-12.9pp | -0.04%-12.4pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,397 | $5,619-75.1% | $4,951-71.8% | $4,740-70.5% |
| Participant deferral / active EE | $2,614 | $6,446-59.5% | $5,637-53.6% | $6,400-59.2% |
| Admin fee / account holder | $16,922 | $18,088-6.4% | $14,673+15.3% | $11,426+48.1% |