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 | $62,621 | $95,862-34.7% | $79,550-21.3% | $134,475-53.4% |
| Participation rate | 44.4% | 75.0%-30.6pp | 69.5%-25.0pp | 81.2%-36.8pp |
| Annual return | -15.99% | -2.69%-13.3pp | 0.16%-16.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,223 | $3,128-28.9% | $2,413-7.9% | $4,740-53.1% |
| Participant deferral / active EE | $4,224 | $4,693-10.0% | $3,985+6.0% | $6,400-34.0% |
| Admin fee / account holder | $4,353 | $9,126-52.3% | $6,832-36.3% | $11,426-61.9% |