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 | $61,161 | $42,383+44.3% | $76,523-20.1% | $64,186-4.7% |
| Participation rate | 54.3% | 58.1%-3.8pp | 68.0%-13.6pp | 69.6%-15.2pp |
| Annual return | -7.26% | -16.54%+9.3pp | -0.27%-7.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $939 | $1,563-39.9% | $2,647-64.5% | $2,381-60.6% |
| Participant deferral / active EE | $2,146 | $2,566-16.4% | $3,835-44.0% | $3,470-38.1% |
| Admin fee / account holder | $1,874 | $3,198-41.4% | $4,848-61.3% | $4,888-61.7% |