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 | $70,218 | $72,404-3.0% | $110,238-36.3% | $64,186+9.4% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | -7.58% | -6.29%-1.3pp | 314.74%-322.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $782 | $2,282-65.7% | $3,826-79.6% | $2,381-67.2% |
| Participant deferral / active EE | $2,952 | $3,469-14.9% | $4,672-36.8% | $3,470-14.9% |
| Admin fee / account holder | $11,157 | $5,664+97.0% | $8,547+30.5% | $4,888+128.3% |