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 | $59,822 | $46,674+28.2% | $117,472-49.1% | $68,494-12.7% |
| Participation rate | 27.3% | 56.8%-29.5pp | 70.6%-43.3pp | 67.9%-40.6pp |
| Annual return | -17.82% | -14.52%-3.3pp | 29.74%-47.6pp | -7.84%-10.0pp |
| Employer contribution / active EE | $715 | $1,505-52.5% | $4,176-82.9% | $2,596-72.5% |
| Participant deferral / active EE | $1,239 | $2,636-53.0% | $4,070-69.6% | $4,027-69.2% |
| Admin fee / account holder | $1,269 | $4,020-68.4% | $5,645-77.5% | $5,403-76.5% |