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 | $66,186 | $158,817-58.3% | $121,196-45.4% | $135,375-51.1% |
| Participation rate | 35.7% | 79.3%-43.6pp | 71.7%-36.0pp | 82.6%-46.9pp |
| Annual return | -7.56% | -0.64%-6.9pp | 16.93%-24.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,862 | $4,005-28.5% | $3,344-14.4% | $5,609-49.0% |
| Admin fee / account holder | $915 | $6,512-85.9% | $5,019-81.8% | $10,827-91.5% |