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 | $82,605 | $158,817-48.0% | $121,196-31.8% | $135,375-39.0% |
| Participation rate | 52.6% | 79.3%-26.7pp | 71.7%-19.1pp | 82.6%-30.0pp |
| Annual return | -6.12% | -0.64%-5.5pp | 16.93%-23.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $776 | $5,665-86.3% | $4,022-80.7% | $4,779-83.8% |
| Participant deferral / active EE | $2,281 | $4,005-43.1% | $3,344-31.8% | $5,609-59.3% |
| Admin fee / account holder | $675 | $6,512-89.6% | $5,019-86.6% | $10,827-93.8% |