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 | $67,730 | $92,222-26.6% | $76,768-11.8% | $135,375-50.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -3.97% | 5.46%-9.4pp | 2.43%-6.4pp | 519.73%-523.7pp |
| Employer contribution / active EE | $857 | $3,216-73.4% | $2,485-65.5% | $4,779-82.1% |
| Participant deferral / active EE | $3,390 | $4,509-24.8% | $3,852-12.0% | $5,609-39.6% |
| Admin fee / account holder | $6,450 | $10,748-40.0% | $6,675-3.4% | $10,827-40.4% |