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 | $69,163 | $77,813-11.1% | $123,544-44.0% | $64,186+7.8% |
| Participation rate | 61.7% | 74.7%-13.0pp | 82.3%-20.6pp | 69.6%-7.9pp |
| Annual return | -5.92% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,981 | $3,014-34.3% | $4,628-57.2% | $2,381-16.8% |
| Participant deferral / active EE | $4,465 | $5,240-14.8% | $6,426-30.5% | $3,470+28.7% |
| Admin fee / account holder | $14,519 | $5,519+163.1% | $9,284+56.4% | $4,888+197.0% |