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 | $70,525 | $73,004-3.4% | $90,749-22.3% | $68,494+3.0% |
| Participation rate | 51.9% | 70.8%-19.0pp | 75.7%-23.8pp | 67.9%-16.0pp |
| Annual return | -17.06% | -13.81%-3.2pp | -12.16%-4.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,112 | $2,193+41.9% | $2,921+6.5% | $2,596+19.9% |
| Participant deferral / active EE | $6,734 | $3,627+85.7% | $4,564+47.5% | $4,027+67.2% |
| Admin fee / account holder | $8,614 | $5,896+46.1% | $8,445+2.0% | $5,403+59.4% |