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 | $69,314 | $81,900-15.4% | $119,609-42.0% | $68,494+1.2% |
| Participation rate | 53.8% | 71.9%-18.0pp | 79.3%-25.4pp | 67.9%-14.0pp |
| Annual return | -18.04% | -23.82%+5.8pp | -14.97%-3.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $842 | $2,693-68.7% | $4,232-80.1% | $2,596-67.6% |
| Participant deferral / active EE | $3,587 | $4,148-13.5% | $5,602-36.0% | $4,027-10.9% |
| Admin fee / account holder | $3,624 | $6,582-44.9% | $10,323-64.9% | $5,403-32.9% |