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 | $65,561 | $133,958-51.1% | $112,228-41.6% | $134,475-51.2% |
| Participation rate | 56.5% | 78.6%-22.0pp | 75.1%-18.5pp | 81.2%-24.7pp |
| Annual return | -17.04% | 47.11%-64.2pp | 27.45%-44.5pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,180 | $4,038-70.8% | $3,635-67.5% | $4,740-75.1% |
| Participant deferral / active EE | $3,225 | $5,291-39.0% | $4,728-31.8% | $6,400-49.6% |
| Admin fee / account holder | $2,057 | $7,489-72.5% | $6,410-67.9% | $11,426-82.0% |