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 | $52,991 | $71,883-26.3% | $86,677-38.9% | $68,494-22.6% |
| Participation rate | 68.1% | 72.2%-4.2pp | 76.6%-8.5pp | 67.9%+0.2pp |
| Annual return | -14.03% | 3.52%-17.6pp | 35.91%-49.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,064 | $2,173-51.0% | $2,836-62.5% | $2,596-59.0% |
| Participant deferral / active EE | $3,185 | $3,779-15.7% | $4,656-31.6% | $4,027-20.9% |
| Admin fee / account holder | $11,020 | $6,112+80.3% | $7,493+47.1% | $5,403+104.0% |