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 | $86,424 | $167,307-48.3% | $143,757-39.9% | $134,475-35.7% |
| Participation rate | 63.2% | 84.8%-21.7pp | 80.3%-17.1pp | 81.2%-18.1pp |
| Annual return | -15.13% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,476 | $5,619-73.7% | $4,951-70.2% | $4,740-68.9% |
| Participant deferral / active EE | $4,716 | $6,446-26.8% | $5,637-16.3% | $6,400-26.3% |
| Admin fee / account holder | $5,183 | $18,088-71.3% | $14,673-64.7% | $11,426-54.6% |