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 | $53,012 | $82,286-35.6% | $68,791-22.9% | $134,475-60.6% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.0%-11.9pp | 81.2%-24.1pp |
| Annual return | -17.52% | -2.19%-15.3pp | -6.38%-11.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $604 | $3,301-81.7% | $2,655-77.2% | $4,740-87.3% |
| Participant deferral / active EE | $2,045 | $4,739-56.8% | $3,941-48.1% | $6,400-68.0% |
| Admin fee / account holder | $3,513 | $6,481-45.8% | $4,932-28.8% | $11,426-69.3% |