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 | $75,358 | $64,707+16.5% | $112,228-32.9% | $68,494+10.0% |
| Participation rate | 41.2% | 67.2%-25.9pp | 75.1%-33.8pp | 67.9%-26.7pp |
| Annual return | -17.18% | -11.40%-5.8pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,020 | $2,746-62.8% | $3,635-71.9% | $2,596-60.7% |
| Participant deferral / active EE | $2,293 | $3,565-35.7% | $4,728-51.5% | $4,027-43.1% |
| Admin fee / account holder | $1,361 | $5,232-74.0% | $6,410-78.8% | $5,403-74.8% |