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 4-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 | $75,872 | $71,883+5.5% | $86,677-12.5% | $68,494+10.8% |
| Participation rate | 61.4% | 72.2%-10.8pp | 76.6%-15.2pp | 67.9%-6.5pp |
| Annual return | -18.05% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,048 | $2,173-51.8% | $2,836-63.1% | $2,596-59.7% |
| Participant deferral / active EE | $5,256 | $3,779+39.1% | $4,656+12.9% | $4,027+30.5% |
| Admin fee / account holder | $1,077 | $6,112-82.4% | $7,493-85.6% | $5,403-80.1% |