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 | $68,649 | $81,900-16.2% | $119,609-42.6% | $68,494+0.2% |
| Participation rate | 58.2% | 71.9%-13.7pp | 79.3%-21.1pp | 67.9%-9.7pp |
| Annual return | -15.50% | -23.82%+8.3pp | -14.97%-0.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,570 | $2,693-41.7% | $4,232-62.9% | $2,596-39.5% |
| Participant deferral / active EE | $2,796 | $4,148-32.6% | $5,602-50.1% | $4,027-30.6% |
| Admin fee / account holder | $660 | $6,582-90.0% | $10,323-93.6% | $5,403-87.8% |