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 | $49,208 | $91,911-46.5% | $68,793-28.5% | $135,375-63.7% |
| Participation rate | 50.0% | 76.7%-26.7pp | 72.2%-22.2pp | 82.6%-32.6pp |
| Annual return | -6.22% | -8.22%+2.0pp | -4.63%-1.6pp | 519.73%-526.0pp |
| Employer contribution / active EE | $838 | $3,924-78.6% | $2,625-68.1% | $4,779-82.5% |
| Participant deferral / active EE | $5,694 | $4,315+31.9% | $3,311+72.0% | $5,609+1.5% |
| Admin fee / account holder | $8,223 | $9,240-11.0% | $5,131+60.3% | $10,827-24.0% |