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 | $53,766 | $71,883-25.2% | $86,677-38.0% | $68,494-21.5% |
| Participation rate | 62.1% | 72.2%-10.2pp | 76.6%-14.5pp | 67.9%-5.8pp |
| Annual return | -7.05% | 3.52%-10.6pp | 35.91%-43.0pp | -7.84%+0.8pp |
| Employer contribution / active EE | $2,346 | $2,173+8.0% | $2,836-17.3% | $2,596-9.7% |
| Participant deferral / active EE | $4,747 | $3,779+25.6% | $4,656+2.0% | $4,027+17.9% |
| Admin fee / account holder | $30,752 | $6,112+403.2% | $7,493+310.4% | $5,403+469.2% |