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 | $57,765 | $95,862-39.7% | $79,550-27.4% | $134,475-57.0% |
| Participation rate | 28.6% | 75.0%-46.5pp | 69.5%-40.9pp | 81.2%-52.7pp |
| Annual return | -19.39% | -2.69%-16.7pp | 0.16%-19.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $818 | $3,128-73.9% | $2,413-66.1% | $4,740-82.8% |
| Participant deferral / active EE | $2,229 | $4,693-52.5% | $3,985-44.1% | $6,400-65.2% |
| Admin fee / account holder | $332 | $9,126-96.4% | $6,832-95.1% | $11,426-97.1% |