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 6-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 | $56,282 | $71,883-21.7% | $86,677-35.1% | $68,494-17.8% |
| Participation rate | 65.9% | 72.2%-6.4pp | 76.6%-10.7pp | 67.9%-2.0pp |
| Annual return | -16.80% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,521 | $2,173-30.0% | $2,836-46.4% | $2,596-41.4% |
| Participant deferral / active EE | $4,354 | $3,779+15.2% | $4,656-6.5% | $4,027+8.1% |
| Admin fee / account holder | $2,703 | $6,112-55.8% | $7,493-63.9% | $5,403-50.0% |