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 | $58,744 | $65,435-10.2% | $86,677-32.2% | $66,914-12.2% |
| Participation rate | 44.1% | 75.5%-31.3pp | 76.6%-32.5pp | 69.8%-25.7pp |
| Annual return | -13.53% | -10.89%-2.6pp | 35.91%-49.4pp | 1.58%-15.1pp |
| Employer contribution / active EE | $773 | $2,153-64.1% | $2,836-72.7% | $2,544-69.6% |
| Participant deferral / active EE | $2,693 | $4,100-34.3% | $4,656-42.2% | $4,237-36.5% |
| Admin fee / account holder | $1,797 | $642+180.2% | $7,493-76.0% | $593+203.0% |