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 8-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 | $47,348 | $69,518-31.9% | $59,878-20.9% | $135,375-65.0% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.7%-31.8pp | 82.6%-39.8pp |
| Annual return | -3.66% | 7.94%-11.6pp | 3.46%-7.1pp | 519.73%-523.4pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,677 | $4,206-60.1% | $3,402-50.7% | $5,609-70.1% |
| Admin fee / account holder | $10,330 | $5,734+80.1% | $3,590+187.7% | $10,827-4.6% |