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 | $60,734 | $167,484-63.7% | $151,611-59.9% | $134,475-54.8% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | -19.15% | 7.80%-26.9pp | 3.33%-22.5pp | 417.96%-437.1pp |
| Employer contribution / active EE | $6,385 | $6,829-6.5% | $6,166+3.6% | $4,740+34.7% |
| Participant deferral / active EE | $11,003 | $8,986+22.4% | $8,363+31.6% | $6,400+71.9% |
| Admin fee / account holder | $1,837 | $13,783-86.7% | $11,616-84.2% | $11,426-83.9% |