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 | $62,586 | $81,900-23.6% | $119,609-47.7% | $68,494-8.6% |
| Participation rate | 48.7% | 71.9%-23.2pp | 79.3%-30.5pp | 67.9%-19.2pp |
| Annual return | -12.13% | -23.82%+11.7pp | -14.97%+2.8pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,526 | $2,693-43.4% | $4,232-63.9% | $2,596-41.2% |
| Participant deferral / active EE | $3,269 | $4,148-21.2% | $5,602-41.6% | $4,027-18.8% |
| Admin fee / account holder | $5,282 | $6,582-19.7% | $10,323-48.8% | $5,403-2.2% |