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 8-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 | $58,038 | $72,404-19.8% | $110,238-47.4% | $64,186-9.6% |
| Participation rate | 41.2% | 73.3%-32.2pp | 79.8%-38.6pp | 69.6%-28.4pp |
| Annual return | -5.52% | -6.29%+0.8pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $699 | $2,282-69.3% | $3,826-81.7% | $2,381-70.6% |
| Participant deferral / active EE | $2,062 | $3,469-40.6% | $4,672-55.9% | $3,470-40.6% |
| Admin fee / account holder | $5,717 | $5,664+0.9% | $8,547-33.1% | $4,888+17.0% |