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 | $65,011 | $142,344-54.3% | $119,609-45.6% | $134,475-51.7% |
| Participation rate | 68.8% | 82.8%-14.1pp | 79.3%-10.5pp | 81.2%-12.5pp |
| Annual return | -17.31% | -12.44%-4.9pp | -14.97%-2.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,875 | $6,469-40.1% | $5,602-30.8% | $6,400-39.5% |
| Admin fee / account holder | $775 | $13,584-94.3% | $10,323-92.5% | $11,426-93.2% |