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 | $61,469 | $211,958-71.0% | $169,463-63.7% | $135,375-54.6% |
| Participation rate | 69.2% | 82.6%-13.4pp | 77.8%-8.6pp | 82.6%-13.4pp |
| Annual return | -6.50% | 3.26%-9.8pp | 1.83%-8.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $848 | $5,120-83.4% | $4,159-79.6% | $4,779-82.3% |
| Participant deferral / active EE | $2,313 | $6,075-61.9% | $5,277-56.2% | $5,609-58.8% |
| Admin fee / account holder | $1,824 | $11,471-84.1% | $9,109-80.0% | $10,827-83.2% |