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 | $62,998 | $81,900-23.1% | $119,609-47.3% | $68,494-8.0% |
| Participation rate | 67.7% | 71.9%-4.2pp | 79.3%-11.6pp | 67.9%-0.2pp |
| Annual return | -18.03% | -23.82%+5.8pp | -14.97%-3.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,164 | $2,693-19.7% | $4,232-48.9% | $2,596-16.6% |
| Participant deferral / active EE | $4,189 | $4,148+1.0% | $5,602-25.2% | $4,027+4.0% |
| Admin fee / account holder | $846 | $6,582-87.1% | $10,323-91.8% | $5,403-84.3% |