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 | $60,571 | $81,900-26.0% | $119,609-49.4% | $68,494-11.6% |
| Participation rate | 55.3% | 71.9%-16.6pp | 79.3%-24.0pp | 67.9%-12.6pp |
| Annual return | -13.76% | -23.82%+10.1pp | -14.97%+1.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,508 | $2,693-6.9% | $4,232-40.7% | $2,596-3.4% |
| Participant deferral / active EE | $6,000 | $4,148+44.7% | $5,602+7.1% | $4,027+49.0% |
| Admin fee / account holder | $510 | $6,582-92.2% | $10,323-95.1% | $5,403-90.6% |