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 | $61,832 | $71,883-14.0% | $86,677-28.7% | $68,494-9.7% |
| Participation rate | 67.2% | 72.2%-5.0pp | 76.6%-9.4pp | 67.9%-0.7pp |
| Annual return | -17.30% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $946 | $2,173-56.5% | $2,836-66.6% | $2,596-63.6% |
| Participant deferral / active EE | $2,422 | $3,779-35.9% | $4,656-48.0% | $4,027-39.9% |
| Admin fee / account holder | $12,158 | $6,112+98.9% | $7,493+62.3% | $5,403+125.0% |