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 | $52,595 | $48,265+9.0% | $68,791-23.5% | $68,494-23.2% |
| Participation rate | 61.1% | 60.7%+0.4pp | 69.0%-7.9pp | 67.9%-6.8pp |
| Annual return | -18.71% | -12.71%-6.0pp | -6.38%-12.3pp | -7.84%-10.9pp |
| Employer contribution / active EE | $427 | $1,829-76.6% | $2,655-83.9% | $2,596-83.6% |
| Participant deferral / active EE | $3,341 | $2,867+16.5% | $3,941-15.2% | $4,027-17.0% |
| Admin fee / account holder | $8,579 | $4,355+97.0% | $4,932+74.0% | $5,403+58.8% |