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 | $78,657 | $110,094-28.6% | $151,611-48.1% | $68,494+14.8% |
| Participation rate | 54.5% | 84.0%-29.4pp | 87.5%-33.0pp | 67.9%-13.3pp |
| Annual return | -13.51% | -10.12%-3.4pp | 3.33%-16.8pp | -7.84%-5.7pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,199 | $6,527+56.3% | $8,363+21.9% | $4,027+153.3% |
| Admin fee / account holder | $22,262 | $7,719+188.4% | $11,616+91.7% | $5,403+312.1% |