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 | $77,516 | $99,032-21.7% | $80,019-3.1% | $135,375-42.7% |
| Participation rate | 60.9% | 78.4%-17.5pp | 75.8%-15.0pp | 82.6%-21.8pp |
| Annual return | -7.11% | 15.39%-22.5pp | 11.22%-18.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,263 | $3,043-58.5% | $2,468-48.8% | $4,779-73.6% |
| Participant deferral / active EE | $2,075 | $4,282-51.6% | $3,686-43.7% | $5,609-63.0% |
| Admin fee / account holder | $1,380 | $10,436-86.8% | $6,521-78.8% | $10,827-87.3% |