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 | $83,564 | $142,344-41.3% | $119,609-30.1% | $134,475-37.9% |
| Participation rate | 56.5% | 82.8%-26.3pp | 79.3%-22.7pp | 81.2%-24.7pp |
| Annual return | -0.86% | -12.44%+11.6pp | -14.97%+14.1pp | 417.96%-418.8pp |
| Employer contribution / active EE | $1,460 | $5,222-72.1% | $4,232-65.5% | $4,740-69.2% |
| Participant deferral / active EE | $3,239 | $6,469-49.9% | $5,602-42.2% | $6,400-49.4% |
| Admin fee / account holder | $28,354 | $13,584+108.7% | $10,323+174.7% | $11,426+148.2% |