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 | $78,520 | $95,862-18.1% | $79,550-1.3% | $134,475-41.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -13.72% | -2.69%-11.0pp | 0.16%-13.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $841 | $3,128-73.1% | $2,413-65.1% | $4,740-82.3% |
| Participant deferral / active EE | $1,524 | $4,693-67.5% | $3,985-61.7% | $6,400-76.2% |
| Admin fee / account holder | $56,122 | $9,126+515.0% | $6,832+721.4% | $11,426+391.2% |