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 | $59,521 | $91,911-35.2% | $68,793-13.5% | $135,375-56.0% |
| Participation rate | 62.5% | 76.7%-14.2pp | 72.2%-9.7pp | 82.6%-20.1pp |
| Annual return | -5.45% | -8.22%+2.8pp | -4.63%-0.8pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,649 | $3,924-58.0% | $2,625-37.2% | $4,779-65.5% |
| Participant deferral / active EE | $3,721 | $4,315-13.8% | $3,311+12.4% | $5,609-33.7% |
| Admin fee / account holder | $11,862 | $9,240+28.4% | $5,131+131.2% | $10,827+9.6% |