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 | $74,959 | $105,860-29.2% | $90,749-17.4% | $134,475-44.3% |
| Participation rate | 64.3% | 78.2%-14.0pp | 75.7%-11.4pp | 81.2%-16.9pp |
| Annual return | -13.64% | -11.01%-2.6pp | -12.16%-1.5pp | 417.96%-431.6pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $15,610 | $5,216+199.3% | $4,564+242.0% | $6,400+143.9% |
| Admin fee / account holder | $8,186 | $13,938-41.3% | $8,445-3.1% | $11,426-28.4% |