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 | $45,944 | $142,344-67.7% | $119,609-61.6% | $134,475-65.8% |
| Participation rate | 56.3% | 82.8%-26.6pp | 79.3%-23.0pp | 81.2%-25.0pp |
| Annual return | -16.37% | -12.44%-3.9pp | -14.97%-1.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,330 | $6,469-64.0% | $5,602-58.4% | $6,400-63.6% |
| Admin fee / account holder | $16,998 | $13,584+25.1% | $10,323+64.7% | $11,426+48.8% |