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 | $64,598 | $77,813-17.0% | $123,544-47.7% | $64,186+0.6% |
| Participation rate | 48.6% | 74.7%-26.1pp | 82.3%-33.6pp | 69.6%-20.9pp |
| Annual return | -3.75% | 12.48%-16.2pp | 119.20%-122.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,518 | $3,014-49.6% | $4,628-67.2% | $2,381-36.3% |
| Participant deferral / active EE | $3,230 | $5,240-38.4% | $6,426-49.7% | $3,470-6.9% |
| Admin fee / account holder | $22,443 | $5,519+306.7% | $9,284+141.7% | $4,888+359.1% |