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 | $64,104 | $56,357+13.7% | $104,294-38.5% | $68,494-6.4% |
| Participation rate | 60.0% | 63.3%-3.3pp | 73.3%-13.3pp | 67.9%-7.9pp |
| Annual return | -12.19% | -9.19%-3.0pp | 24.61%-36.8pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,246 | $1,960-36.4% | $3,372-63.0% | $2,596-52.0% |
| Participant deferral / active EE | $2,240 | $3,077-27.2% | $4,625-51.6% | $4,027-44.4% |
| Admin fee / account holder | $966 | $4,903-80.3% | $7,339-86.8% | $5,403-82.1% |