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 7-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 | $49,907 | $190,805-73.8% | $159,960-68.8% | $134,475-62.9% |
| Participation rate | 61.5% | 81.9%-20.4pp | 78.0%-16.4pp | 81.2%-19.7pp |
| Annual return | -18.15% | 552.23%-570.4pp | 408.60%-426.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,011 | $4,995-59.7% | $4,226-52.4% | $4,740-57.6% |
| Participant deferral / active EE | $4,127 | $6,923-40.4% | $6,182-33.2% | $6,400-35.5% |
| Admin fee / account holder | $3,971 | $10,471-62.1% | $8,698-54.3% | $11,426-65.2% |