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 | $67,525 | $73,867-8.6% | $143,757-53.0% | $68,494-1.4% |
| Participation rate | 65.1% | 66.7%-1.5pp | 80.3%-15.2pp | 67.9%-2.8pp |
| Annual return | -12.59% | 1.01%-13.6pp | -0.04%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $752 | $3,184-76.4% | $4,951-84.8% | $2,596-71.0% |
| Participant deferral / active EE | $2,717 | $3,384-19.7% | $5,637-51.8% | $4,027-32.5% |
| Admin fee / account holder | $2,434 | $5,755-57.7% | $14,673-83.4% | $5,403-55.0% |