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 5-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 | $54,363 | $82,286-33.9% | $68,791-21.0% | $134,475-59.6% |
| Participation rate | 45.8% | 75.1%-29.2pp | 69.0%-23.2pp | 81.2%-35.4pp |
| Annual return | -16.09% | -2.19%-13.9pp | -6.38%-9.7pp | 417.96%-434.1pp |
| Employer contribution / active EE | $731 | $3,301-77.8% | $2,655-72.5% | $4,740-84.6% |
| Participant deferral / active EE | $2,459 | $4,739-48.1% | $3,941-37.6% | $6,400-61.6% |
| Admin fee / account holder | $1,517 | $6,481-76.6% | $4,932-69.2% | $11,426-86.7% |