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 | $37,833 | $142,344-73.4% | $119,609-68.4% | $134,475-71.9% |
| Participation rate | 58.3% | 82.8%-24.5pp | 79.3%-20.9pp | 81.2%-22.9pp |
| Annual return | -14.99% | -12.44%-2.5pp | -14.97%0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,823 | $5,222-65.1% | $4,232-56.9% | $4,740-61.5% |
| Participant deferral / active EE | $5,051 | $6,469-21.9% | $5,602-9.8% | $6,400-21.1% |
| Admin fee / account holder | $1,695 | $13,584-87.5% | $10,323-83.6% | $11,426-85.2% |