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 | $66,495 | $127,386-47.8% | $115,037-42.2% | $125,391-47.0% |
| Participation rate | 63.6% | 84.2%-20.5pp | 81.4%-17.7pp | 83.2%-19.6pp |
| Annual return | -1.78% | 31.28%-33.1pp | 26.14%-27.9pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,023 | $5,166-80.2% | $4,608-77.8% | $4,866-79.0% |
| Participant deferral / active EE | $4,970 | $6,423-22.6% | $6,026-17.5% | $5,352-7.1% |
| Admin fee / account holder | $2,585 | $9,516-72.8% | $8,175-68.4% | $9,540-72.9% |