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 | $54,983 | $167,307-67.1% | $143,757-61.8% | $134,475-59.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -18.03% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,812 | $5,619-67.8% | $4,951-63.4% | $4,740-61.8% |
| Participant deferral / active EE | $3,035 | $6,446-52.9% | $5,637-46.2% | $6,400-52.6% |
| Admin fee / account holder | $2,388 | $18,088-86.8% | $14,673-83.7% | $11,426-79.1% |