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 | $64,779 | $95,862-32.4% | $79,550-18.6% | $134,475-51.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -11.18% | -2.69%-8.5pp | 0.16%-11.3pp | 417.96%-429.1pp |
| Employer contribution / active EE | $1,518 | $3,128-51.5% | $2,413-37.1% | $4,740-68.0% |
| Participant deferral / active EE | $2,006 | $4,693-57.3% | $3,985-49.7% | $6,400-68.7% |
| Admin fee / account holder | $71,273 | $9,126+681.0% | $6,832+943.2% | $11,426+523.8% |