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 8-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 | $75,876 | $46,674+62.6% | $117,472-35.4% | $68,494+10.8% |
| Participation rate | 45.0% | 56.8%-11.8pp | 70.6%-25.6pp | 67.9%-22.9pp |
| Annual return | -18.27% | -14.52%-3.8pp | 29.74%-48.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,047 | $1,505-30.4% | $4,176-74.9% | $2,596-59.7% |
| Participant deferral / active EE | $2,529 | $2,636-4.1% | $4,070-37.9% | $4,027-37.2% |
| Admin fee / account holder | $1,573 | $4,020-60.9% | $5,645-72.1% | $5,403-70.9% |