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 | $71,462 | $110,094-35.1% | $151,611-52.9% | $68,494+4.3% |
| Participation rate | 39.3% | 84.0%-44.7pp | 87.5%-48.2pp | 67.9%-28.6pp |
| Annual return | -17.93% | -10.12%-7.8pp | 3.33%-21.3pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,596 | $4,471-64.3% | $6,166-74.1% | $2,596-38.5% |
| Participant deferral / active EE | $3,156 | $6,527-51.6% | $8,363-62.3% | $4,027-21.6% |
| Admin fee / account holder | $1,072 | $7,719-86.1% | $11,616-90.8% | $5,403-80.2% |