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 | $59,117 | $105,860-44.2% | $90,749-34.9% | $134,475-56.0% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -17.70% | -11.01%-6.7pp | -12.16%-5.5pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,411 | $3,462-59.2% | $2,921-51.7% | $4,740-70.2% |
| Participant deferral / active EE | $4,503 | $5,216-13.7% | $4,564-1.3% | $6,400-29.6% |
| Admin fee / account holder | $2,794 | $13,938-80.0% | $8,445-66.9% | $11,426-75.5% |