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 | $49,556 | $93,024-46.7% | $77,024-35.7% | $134,475-63.1% |
| Participation rate | 60.9% | 74.5%-13.6pp | 67.9%-7.0pp | 81.2%-20.4pp |
| Annual return | -7.33% | 62.60%-69.9pp | 42.32%-49.6pp | 417.96%-425.3pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,374 | $5,238-16.5% | $4,426-1.2% | $6,400-31.6% |
| Admin fee / account holder | $4,745 | $6,944-31.7% | $5,425-12.5% | $11,426-58.5% |