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 | $59,807 | $100,754-40.6% | $86,677-31.0% | $134,475-55.5% |
| Participation rate | 63.6% | 78.9%-15.3pp | 76.6%-12.9pp | 81.2%-17.6pp |
| Annual return | -18.39% | 29.04%-47.4pp | 35.91%-54.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,577 | $3,489-26.1% | $2,836-9.1% | $4,740-45.6% |
| Participant deferral / active EE | $6,371 | $5,338+19.4% | $4,656+36.8% | $6,400-0.4% |
| Admin fee / account holder | $900 | $10,926-91.8% | $7,493-88.0% | $11,426-92.1% |