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 | $21,051 | $133,958-84.3% | $112,228-81.2% | $134,475-84.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -16.53% | 47.11%-63.6pp | 27.45%-44.0pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,213 | $4,038-70.0% | $3,635-66.6% | $4,740-74.4% |
| Participant deferral / active EE | $1,477 | $5,291-72.1% | $4,728-68.8% | $6,400-76.9% |
| Admin fee / account holder | $5,899 | $7,489-21.2% | $6,410-8.0% | $11,426-48.4% |