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 | $68,157 | $95,193-28.4% | $76,523-10.9% | $135,375-49.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -3.57% | 4.85%-8.4pp | -0.27%-3.3pp | 519.73%-523.3pp |
| Employer contribution / active EE | $464 | $3,302-86.0% | $2,647-82.5% | $4,779-90.3% |
| Participant deferral / active EE | $579 | $4,639-87.5% | $3,835-84.9% | $5,609-89.7% |
| Admin fee / account holder | $3,322 | $6,249-46.8% | $4,848-31.5% | $10,827-69.3% |