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 | $59,966 | $64,707-7.3% | $112,228-46.6% | $68,494-12.5% |
| Participation rate | 56.0% | 67.2%-11.2pp | 75.1%-19.1pp | 67.9%-11.9pp |
| Annual return | -17.42% | -11.40%-6.0pp | 27.45%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,765 | $2,746-35.7% | $3,635-51.4% | $2,596-32.0% |
| Participant deferral / active EE | $4,566 | $3,565+28.1% | $4,728-3.4% | $4,027+13.4% |
| Admin fee / account holder | $711 | $5,232-86.4% | $6,410-88.9% | $5,403-86.8% |