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 | $73,925 | $131,829-43.9% | $108,579-31.9% | $273,961-73.0% |
| Participation rate | 61.5% | 83.5%-21.9pp | 79.6%-18.0pp | 83.0%-21.5pp |
| Annual return | 5.42% | -91.57%+97.0pp | -51.70%+57.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,355 | $4,912-72.4% | $3,758-64.0% | $4,869-72.2% |
| Participant deferral / active EE | $1,559 | $5,127-69.6% | $4,311-63.8% | $5,287-70.5% |
| Admin fee / account holder | $2,011 | $10,252-80.4% | $7,645-73.7% | $10,132-80.2% |