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 | $69,951 | $93,024-24.8% | $77,024-9.2% | $134,475-48.0% |
| Participation rate | 45.0% | 74.5%-29.5pp | 67.9%-22.9pp | 81.2%-36.2pp |
| Annual return | -14.80% | 62.60%-77.4pp | 42.32%-57.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,674 | $5,238-29.9% | $4,426-17.0% | $6,400-42.6% |
| Admin fee / account holder | $4,352 | $6,944-37.3% | $5,425-19.8% | $11,426-61.9% |