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 | $78,749 | $90,590-13.1% | $90,782-13.3% | $135,375-41.8% |
| Participation rate | 68.8% | 83.7%-15.0pp | 82.7%-13.9pp | 82.6%-13.9pp |
| Annual return | -6.90% | -3.40%-3.5pp | -3.42%-3.5pp | 519.73%-526.6pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,602 | $5,407-33.4% | $5,366-32.9% | $5,609-35.8% |
| Admin fee / account holder | $15,004 | $7,683+95.3% | $5,908+154.0% | $10,827+38.6% |