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 | $55,074 | $72,404-23.9% | $110,238-50.0% | $64,186-14.2% |
| Participation rate | 60.8% | 73.3%-12.6pp | 79.8%-19.0pp | 69.6%-8.8pp |
| Annual return | -7.10% | -6.29%-0.8pp | 314.74%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $705 | $2,282-69.1% | $3,826-81.6% | $2,381-70.4% |
| Participant deferral / active EE | $1,967 | $3,469-43.3% | $4,672-57.9% | $3,470-43.3% |
| Admin fee / account holder | $1,628 | $5,664-71.3% | $8,547-81.0% | $4,888-66.7% |