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 | $60,085 | $71,883-16.4% | $86,677-30.7% | $68,494-12.3% |
| Participation rate | 50.8% | 72.2%-21.4pp | 76.6%-25.7pp | 67.9%-17.0pp |
| Annual return | -9.51% | 3.52%-13.0pp | 35.91%-45.4pp | -7.84%-1.7pp |
| Employer contribution / active EE | $593 | $2,173-72.7% | $2,836-79.1% | $2,596-77.2% |
| Participant deferral / active EE | $2,879 | $3,779-23.8% | $4,656-38.2% | $4,027-28.5% |
| Admin fee / account holder | $2,479 | $6,112-59.4% | $7,493-66.9% | $5,403-54.1% |