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 | $80,718 | $127,100-36.5% | $105,738-23.7% | $135,375-40.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -3.39% | 4.49%-7.9pp | 6.27%-9.7pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,293 | $4,107-68.5% | $3,268-60.4% | $4,779-72.9% |
| Participant deferral / active EE | $2,730 | $5,064-46.1% | $4,080-33.1% | $5,609-51.3% |
| Admin fee / account holder | $392 | $9,087-95.7% | $6,913-94.3% | $10,827-96.4% |