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 | $63,021 | $129,942-51.5% | $104,294-39.6% | $134,475-53.1% |
| Participation rate | 57.1% | 79.5%-22.4pp | 73.3%-16.1pp | 81.2%-24.1pp |
| Annual return | -18.71% | 42.03%-60.7pp | 24.61%-43.3pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,798 | $4,184-33.1% | $3,372-17.0% | $4,740-41.0% |
| Participant deferral / active EE | $5,486 | $5,588-1.8% | $4,625+18.6% | $6,400-14.3% |
| Admin fee / account holder | $333 | $9,323-96.4% | $7,339-95.5% | $11,426-97.1% |