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 | $64,589 | $64,707-0.2% | $112,228-42.4% | $68,494-5.7% |
| Participation rate | 53.1% | 67.2%-14.0pp | 75.1%-21.9pp | 67.9%-14.8pp |
| Annual return | -18.51% | -11.40%-7.1pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,260 | $2,746-54.1% | $3,635-65.3% | $2,596-51.5% |
| Participant deferral / active EE | $2,401 | $3,565-32.7% | $4,728-49.2% | $4,027-40.4% |
| Admin fee / account holder | $332 | $5,232-93.7% | $6,410-94.8% | $5,403-93.9% |