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 7-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 | $53,727 | $42,894+25.3% | $60,874-11.7% | $68,494-21.6% |
| Participation rate | 66.7% | 66.8%-0.1pp | 73.1%-6.4pp | 67.9%-1.2pp |
| Annual return | -3.37% | -13.98%+10.6pp | 16.90%-20.3pp | -7.84%+4.5pp |
| Employer contribution / active EE | $3,199 | $1,978+61.7% | $2,701+18.4% | $2,596+23.2% |
| Participant deferral / active EE | $7,576 | $2,867+164.3% | $3,817+98.5% | $4,027+88.1% |
| Admin fee / account holder | $6,054 | $3,101+95.2% | $3,224+87.8% | $5,403+12.1% |