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 | $74,756 | $73,004+2.4% | $90,749-17.6% | $68,494+9.1% |
| Participation rate | 64.7% | 70.8%-6.1pp | 75.7%-11.0pp | 67.9%-3.2pp |
| Annual return | -13.72% | -13.81%+0.1pp | -12.16%-1.6pp | -7.84%-5.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,374 | $3,627-34.5% | $4,564-48.0% | $4,027-41.1% |
| Admin fee / account holder | $25,123 | $5,896+326.1% | $8,445+197.5% | $5,403+365.0% |