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 | $62,914 | $92,703-32.1% | $82,719-23.9% | $134,475-53.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -8.71% | 944.92%-953.6pp | 701.18%-709.9pp | 417.96%-426.7pp |
| Employer contribution / active EE | $615 | $3,274-81.2% | $3,009-79.6% | $4,740-87.0% |
| Participant deferral / active EE | $5,720 | $4,802+19.1% | $4,395+30.1% | $6,400-10.6% |
| Admin fee / account holder | $988 | $5,983-83.5% | $5,329-81.5% | $11,426-91.4% |