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 | $68,128 | $71,883-5.2% | $86,677-21.4% | $68,494-0.5% |
| Participation rate | 22.2% | 72.2%-50.0pp | 76.6%-54.4pp | 67.9%-45.7pp |
| Annual return | -13.77% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $602 | $2,173-72.3% | $2,836-78.8% | $2,596-76.8% |
| Participant deferral / active EE | $3,401 | $3,779-10.0% | $4,656-26.9% | $4,027-15.5% |
| Admin fee / account holder | $1,708 | $6,112-72.0% | $7,493-77.2% | $5,403-68.4% |