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 | $63,622 | $64,707-1.7% | $112,228-43.3% | $68,494-7.1% |
| Participation rate | 64.3% | 67.2%-2.9pp | 75.1%-10.8pp | 67.9%-3.6pp |
| Annual return | -18.84% | -11.40%-7.4pp | 27.45%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,887 | $2,746+5.1% | $3,635-20.6% | $2,596+11.2% |
| Participant deferral / active EE | $3,375 | $3,565-5.3% | $4,728-28.6% | $4,027-16.2% |
| Admin fee / account holder | $16,993 | $5,232+224.8% | $6,410+165.1% | $5,403+214.5% |