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 | $92,646 | $110,094-15.8% | $151,611-38.9% | $68,494+35.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 87.5%-27.5pp | 67.9%-7.9pp |
| Annual return | -17.71% | -10.12%-7.6pp | 3.33%-21.0pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,370 | $4,471-47.0% | $6,166-61.6% | $2,596-8.7% |
| Participant deferral / active EE | $5,393 | $6,527-17.4% | $8,363-35.5% | $4,027+33.9% |
| Admin fee / account holder | $8,789 | $7,719+13.9% | $11,616-24.3% | $5,403+62.7% |