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 | $72,387 | $64,707+11.9% | $112,228-35.5% | $68,494+5.7% |
| Participation rate | 44.4% | 67.2%-22.7pp | 75.1%-30.6pp | 67.9%-23.4pp |
| Annual return | -16.15% | -11.40%-4.8pp | 27.45%-43.6pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,261 | $2,746-54.1% | $3,635-65.3% | $2,596-51.4% |
| Participant deferral / active EE | $3,368 | $3,565-5.5% | $4,728-28.8% | $4,027-16.4% |
| Admin fee / account holder | $1,065 | $5,232-79.6% | $6,410-83.4% | $5,403-80.3% |