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 | $54,411 | $87,540-37.8% | $75,781-28.2% | $125,391-56.6% |
| Participation rate | 42.1% | 80.2%-38.1pp | 75.8%-33.7pp | 83.2%-41.1pp |
| Annual return | -0.66% | 13.48%-14.1pp | 9.68%-10.3pp | 282.22%-282.9pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,332 | $4,229-68.5% | $3,651-63.5% | $5,352-75.1% |
| Admin fee / account holder | $474 | $6,502-92.7% | $5,299-91.1% | $9,540-95.0% |