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 | $60,807 | $48,265+26.0% | $68,791-11.6% | $68,494-11.2% |
| Participation rate | 20.0% | 60.7%-40.7pp | 69.0%-49.0pp | 67.9%-47.9pp |
| Annual return | -18.30% | -12.71%-5.6pp | -6.38%-11.9pp | -7.84%-10.5pp |
| Employer contribution / active EE | $476 | $1,829-74.0% | $2,655-82.1% | $2,596-81.7% |
| Participant deferral / active EE | $1,032 | $2,867-64.0% | $3,941-73.8% | $4,027-74.4% |
| Admin fee / account holder | $430 | $4,355-90.1% | $4,932-91.3% | $5,403-92.0% |