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 | $56,868 | $81,900-30.6% | $119,609-52.5% | $68,494-17.0% |
| Participation rate | 62.5% | 71.9%-9.4pp | 79.3%-16.8pp | 67.9%-5.4pp |
| Annual return | -13.84% | -23.82%+10.0pp | -14.97%+1.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,486 | $2,693-44.8% | $4,232-64.9% | $2,596-42.8% |
| Participant deferral / active EE | $3,082 | $4,148-25.7% | $5,602-45.0% | $4,027-23.5% |
| Admin fee / account holder | $34,550 | $6,582+424.9% | $10,323+234.7% | $5,403+539.5% |