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 | $55,861 | $131,829-57.6% | $108,579-48.6% | $273,961-79.6% |
| Participation rate | 64.7% | 83.5%-18.7pp | 79.6%-14.9pp | 83.0%-18.3pp |
| Annual return | 5.45% | -91.57%+97.0pp | -51.70%+57.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,565 | $4,912-68.1% | $3,758-58.4% | $4,869-67.9% |
| Participant deferral / active EE | $3,923 | $5,127-23.5% | $4,311-9.0% | $5,287-25.8% |
| Admin fee / account holder | $1,305 | $10,252-87.3% | $7,645-82.9% | $10,132-87.1% |