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 | $65,251 | $105,860-38.4% | $90,749-28.1% | $134,475-51.5% |
| Participation rate | 41.7% | 78.2%-36.6pp | 75.7%-34.0pp | 81.2%-39.6pp |
| Annual return | -13.27% | -11.01%-2.3pp | -12.16%-1.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,067 | $5,216-2.8% | $4,564+11.0% | $6,400-20.8% |
| Admin fee / account holder | $6,699 | $13,938-51.9% | $8,445-20.7% | $11,426-41.4% |