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 9-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 | $59,866 | $42,894+39.6% | $60,874-1.7% | $68,494-12.6% |
| Participation rate | 67.7% | 66.8%+1.0pp | 73.1%-5.4pp | 67.9%-0.1pp |
| Annual return | -13.78% | -13.98%+0.2pp | 16.90%-30.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,272 | $1,978-35.7% | $2,701-52.9% | $2,596-51.0% |
| Participant deferral / active EE | $2,393 | $2,867-16.5% | $3,817-37.3% | $4,027-40.6% |
| Admin fee / account holder | $2,844 | $3,101-8.3% | $3,224-11.8% | $5,403-47.4% |