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 | $60,224 | $71,883-16.2% | $86,677-30.5% | $68,494-12.1% |
| Participation rate | 54.9% | 72.2%-17.3pp | 76.6%-21.7pp | 67.9%-13.0pp |
| Annual return | -12.77% | 3.52%-16.3pp | 35.91%-48.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,085 | $2,173-50.1% | $2,836-61.7% | $2,596-58.2% |
| Participant deferral / active EE | $1,817 | $3,779-51.9% | $4,656-61.0% | $4,027-54.9% |
| Admin fee / account holder | $2,157 | $6,112-64.7% | $7,493-71.2% | $5,403-60.1% |