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 7-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 | $55,052 | $73,867-25.5% | $143,757-61.7% | $68,494-19.6% |
| Participation rate | 63.3% | 66.7%-3.3pp | 80.3%-17.0pp | 67.9%-4.6pp |
| Annual return | -14.15% | 1.01%-15.2pp | -0.04%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,745 | $3,184-45.2% | $4,951-64.7% | $2,596-32.8% |
| Participant deferral / active EE | $2,173 | $3,384-35.8% | $5,637-61.4% | $4,027-46.0% |
| Admin fee / account holder | $1,600 | $5,755-72.2% | $14,673-89.1% | $5,403-70.4% |