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 | $62,438 | $81,900-23.8% | $119,609-47.8% | $68,494-8.8% |
| Participation rate | 57.6% | 71.9%-14.3pp | 79.3%-21.7pp | 67.9%-10.3pp |
| Annual return | -9.75% | -23.82%+14.1pp | -14.97%+5.2pp | -7.84%-1.9pp |
| Employer contribution / active EE | $2,706 | $2,693+0.5% | $4,232-36.1% | $2,596+4.2% |
| Participant deferral / active EE | $4,831 | $4,148+16.5% | $5,602-13.8% | $4,027+20.0% |
| Admin fee / account holder | $9,599 | $6,582+45.8% | $10,323-7.0% | $5,403+77.7% |