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 | $83,818 | $81,900+2.3% | $119,609-29.9% | $68,494+22.4% |
| Participation rate | 67.1% | 71.9%-4.7pp | 79.3%-12.1pp | 67.9%-0.7pp |
| Annual return | -11.63% | -23.82%+12.2pp | -14.97%+3.3pp | -7.84%-3.8pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,954 | $4,148-28.8% | $5,602-47.3% | $4,027-26.7% |
| Admin fee / account holder | $6,748 | $6,582+2.5% | $10,323-34.6% | $5,403+24.9% |