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 | $65,875 | $95,193-30.8% | $76,523-13.9% | $135,375-51.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -9.23% | 4.85%-14.1pp | -0.27%-9.0pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,363 | $3,302-58.7% | $2,647-48.5% | $4,779-71.5% |
| Participant deferral / active EE | $3,276 | $4,639-29.4% | $3,835-14.6% | $5,609-41.6% |
| Admin fee / account holder | $1,122 | $6,249-82.0% | $4,848-76.8% | $10,827-89.6% |