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 | $52,203 | $158,817-67.1% | $121,196-56.9% | $135,375-61.4% |
| Participation rate | 57.1% | 79.3%-22.2pp | 71.7%-14.6pp | 82.6%-25.5pp |
| Annual return | -7.69% | -0.64%-7.1pp | 16.93%-24.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,787 | $5,665-68.5% | $4,022-55.6% | $4,779-62.6% |
| Participant deferral / active EE | $4,246 | $4,005+6.0% | $3,344+27.0% | $5,609-24.3% |
| Admin fee / account holder | $11,388 | $6,512+74.9% | $5,019+126.9% | $10,827+5.2% |