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 | $53,481 | $81,900-34.7% | $119,609-55.3% | $68,494-21.9% |
| Participation rate | 57.7% | 71.9%-14.2pp | 79.3%-21.6pp | 67.9%-10.2pp |
| Annual return | -14.66% | -23.82%+9.2pp | -14.97%+0.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $808 | $2,693-70.0% | $4,232-80.9% | $2,596-68.9% |
| Participant deferral / active EE | $2,474 | $4,148-40.4% | $5,602-55.8% | $4,027-38.6% |
| Admin fee / account holder | $11,210 | $6,582+70.3% | $10,323+8.6% | $5,403+107.5% |