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 | $63,955 | $54,229+17.9% | $70,092-8.8% | $68,494-6.6% |
| Participation rate | 48.3% | 64.5%-16.2pp | 70.5%-22.2pp | 67.9%-19.6pp |
| Annual return | -18.46% | -13.87%-4.6pp | 190.73%-209.2pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,217 | $2,018-39.7% | $2,559-52.4% | $2,596-53.1% |
| Participant deferral / active EE | $1,680 | $2,956-43.1% | $3,849-56.3% | $4,027-58.3% |
| Admin fee / account holder | $4,680 | $4,694-0.3% | $6,267-25.3% | $5,403-13.4% |