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 | $63,566 | $45,863+38.6% | $77,024-17.5% | $68,494-7.2% |
| Participation rate | 40.7% | 55.9%-15.3pp | 67.9%-27.2pp | 67.9%-27.2pp |
| Annual return | -18.54% | 1.72%-20.3pp | 42.32%-60.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,136 | $1,650-31.1% | $2,812-59.6% | $2,596-56.2% |
| Participant deferral / active EE | $3,160 | $2,962+6.7% | $4,426-28.6% | $4,027-21.5% |
| Admin fee / account holder | $411 | $3,041-86.5% | $5,425-92.4% | $5,403-92.4% |