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 | $64,977 | $167,307-61.2% | $143,757-54.8% | $134,475-51.7% |
| Participation rate | 65.0% | 84.8%-19.8pp | 80.3%-15.3pp | 81.2%-16.2pp |
| Annual return | -19.16% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,928 | $5,619-65.7% | $4,951-61.1% | $4,740-59.3% |
| Participant deferral / active EE | $6,411 | $6,446-0.5% | $5,637+13.7% | $6,400+0.2% |
| Admin fee / account holder | $1,488 | $18,088-91.8% | $14,673-89.9% | $11,426-87.0% |