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 | $61,058 | $71,883-15.1% | $86,677-29.6% | $68,494-10.9% |
| Participation rate | 63.9% | 72.2%-8.4pp | 76.6%-12.7pp | 67.9%-4.0pp |
| Annual return | -13.03% | 3.52%-16.6pp | 35.91%-48.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $832 | $2,173-61.7% | $2,836-70.7% | $2,596-67.9% |
| Participant deferral / active EE | $3,370 | $3,779-10.8% | $4,656-27.6% | $4,027-16.3% |
| Admin fee / account holder | $2,748 | $6,112-55.0% | $7,493-63.3% | $5,403-49.1% |