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 | $51,614 | $95,193-45.8% | $76,523-32.6% | $135,375-61.9% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | -7.35% | 4.85%-12.2pp | -0.27%-7.1pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,149 | $3,302-65.2% | $2,647-56.6% | $4,779-76.0% |
| Participant deferral / active EE | $5,224 | $4,639+12.6% | $3,835+36.2% | $5,609-6.9% |
| Admin fee / account holder | $567 | $6,249-90.9% | $4,848-88.3% | $10,827-94.8% |