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 | $64,040 | $69,010-7.2% | $159,960-60.0% | $68,494-6.5% |
| Participation rate | 64.0% | 65.4%-1.4pp | 78.0%-14.0pp | 67.9%-3.9pp |
| Annual return | -18.08% | -9.65%-8.4pp | 408.60%-426.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,638 | $2,213-26.0% | $4,226-61.2% | $2,596-36.9% |
| Participant deferral / active EE | $3,649 | $4,212-13.4% | $6,182-41.0% | $4,027-9.4% |
| Admin fee / account holder | $3,091 | $4,798-35.6% | $8,698-64.5% | $5,403-42.8% |