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 | $55,614 | $82,286-32.4% | $68,791-19.2% | $134,475-58.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -12.96% | -2.19%-10.8pp | -6.38%-6.6pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,380 | $3,301-27.9% | $2,655-10.4% | $4,740-49.8% |
| Participant deferral / active EE | $6,301 | $4,739+33.0% | $3,941+59.9% | $6,400-1.5% |
| Admin fee / account holder | $1,189 | $6,481-81.6% | $4,932-75.9% | $11,426-89.6% |