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 9-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 | $79,427 | $46,674+70.2% | $117,472-32.4% | $68,494+16.0% |
| Participation rate | 60.0% | 56.8%+3.2pp | 70.6%-10.6pp | 67.9%-7.9pp |
| Annual return | -9.41% | -14.52%+5.1pp | 29.74%-39.2pp | -7.84%-1.6pp |
| Employer contribution / active EE | $1,722 | $1,505+14.5% | $4,176-58.8% | $2,596-33.7% |
| Participant deferral / active EE | $5,303 | $2,636+101.2% | $4,070+30.3% | $4,027+31.7% |
| Admin fee / account holder | $2,827 | $4,020-29.7% | $5,645-49.9% | $5,403-47.7% |