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 | $67,724 | $93,024-27.2% | $77,024-12.1% | $134,475-49.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -17.40% | 62.60%-80.0pp | 42.32%-59.7pp | 417.96%-435.4pp |
| Employer contribution / active EE | $559 | $3,418-83.6% | $2,812-80.1% | $4,740-88.2% |
| Participant deferral / active EE | $2,237 | $5,238-57.3% | $4,426-49.5% | $6,400-65.1% |
| Admin fee / account holder | $5,306 | $6,944-23.6% | $5,425-2.2% | $11,426-53.6% |