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 | $69,691 | $71,883-3.0% | $86,677-19.6% | $68,494+1.7% |
| Participation rate | 48.1% | 72.2%-24.2pp | 76.6%-28.5pp | 67.9%-19.8pp |
| Annual return | -16.53% | 3.52%-20.1pp | 35.91%-52.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $988 | $2,173-54.5% | $2,836-65.2% | $2,596-61.9% |
| Participant deferral / active EE | $2,505 | $3,779-33.7% | $4,656-46.2% | $4,027-37.8% |
| Admin fee / account holder | $1,811 | $6,112-70.4% | $7,493-75.8% | $5,403-66.5% |