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 | $83,452 | $142,344-41.4% | $119,609-30.2% | $134,475-37.9% |
| Participation rate | 63.2% | 82.8%-19.7pp | 79.3%-16.1pp | 81.2%-18.1pp |
| Annual return | -13.41% | -12.44%-1.0pp | -14.97%+1.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,193 | $5,222-77.1% | $4,232-71.8% | $4,740-74.8% |
| Participant deferral / active EE | $4,478 | $6,469-30.8% | $5,602-20.1% | $6,400-30.0% |
| Admin fee / account holder | $3,691 | $13,584-72.8% | $10,323-64.2% | $11,426-67.7% |