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 8-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 | $66,785 | $64,707+3.2% | $112,228-40.5% | $68,494-2.5% |
| Participation rate | 47.2% | 67.2%-20.0pp | 75.1%-27.9pp | 67.9%-20.7pp |
| Annual return | -18.84% | -11.40%-7.4pp | 27.45%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,942 | $2,746-29.3% | $3,635-46.6% | $2,596-25.2% |
| Participant deferral / active EE | $3,071 | $3,565-13.8% | $4,728-35.0% | $4,027-23.7% |
| Admin fee / account holder | $3,599 | $5,232-31.2% | $6,410-43.9% | $5,403-33.4% |