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 | $61,052 | $64,707-5.6% | $112,228-45.6% | $68,494-10.9% |
| Participation rate | 34.0% | 67.2%-33.1pp | 75.1%-41.0pp | 67.9%-33.8pp |
| Annual return | -16.58% | -11.40%-5.2pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,304 | $2,746-52.5% | $3,635-64.1% | $2,596-49.8% |
| Participant deferral / active EE | $2,309 | $3,565-35.2% | $4,728-51.2% | $4,027-42.7% |
| Admin fee / account holder | $420 | $5,232-92.0% | $6,410-93.5% | $5,403-92.2% |