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 | $28,172 | $167,307-83.2% | $143,757-80.4% | $134,475-79.1% |
| Participation rate | 65.0% | 84.8%-19.8pp | 80.3%-15.3pp | 81.2%-16.2pp |
| Annual return | -12.38% | 0.46%-12.8pp | -0.04%-12.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,218 | $5,619-78.3% | $4,951-75.4% | $4,740-74.3% |
| Participant deferral / active EE | $3,921 | $6,446-39.2% | $5,637-30.4% | $6,400-38.7% |
| Admin fee / account holder | $18,886 | $18,088+4.4% | $14,673+28.7% | $11,426+65.3% |