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 | $69,471 | $81,900-15.2% | $119,609-41.9% | $68,494+1.4% |
| Participation rate | 54.8% | 71.9%-17.1pp | 79.3%-24.4pp | 67.9%-13.0pp |
| Annual return | -15.52% | -23.82%+8.3pp | -14.97%-0.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,303 | $2,693-51.6% | $4,232-69.2% | $2,596-49.8% |
| Participant deferral / active EE | $2,361 | $4,148-43.1% | $5,602-57.9% | $4,027-41.4% |
| Admin fee / account holder | $623 | $6,582-90.5% | $10,323-94.0% | $5,403-88.5% |