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 | $51,920 | $142,344-63.5% | $119,609-56.6% | $134,475-61.4% |
| Participation rate | 52.6% | 82.8%-30.2pp | 79.3%-26.6pp | 81.2%-28.6pp |
| Annual return | -15.35% | -12.44%-2.9pp | -14.97%-0.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,014 | $6,469-68.9% | $5,602-64.1% | $6,400-68.5% |
| Admin fee / account holder | $594 | $13,584-95.6% | $10,323-94.2% | $11,426-94.8% |