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 | $64,091 | $95,862-33.1% | $79,550-19.4% | $134,475-52.3% |
| Participation rate | 14.3% | 75.0%-60.7pp | 69.5%-55.2pp | 81.2%-66.9pp |
| Annual return | -17.02% | -2.69%-14.3pp | 0.16%-17.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $694 | $3,128-77.8% | $2,413-71.2% | $4,740-85.4% |
| Participant deferral / active EE | $2,193 | $4,693-53.3% | $3,985-45.0% | $6,400-65.7% |
| Admin fee / account holder | $12,447 | $9,126+36.4% | $6,832+82.2% | $11,426+8.9% |