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 7-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 | $66,137 | $71,883-8.0% | $86,677-23.7% | $68,494-3.4% |
| Participation rate | 69.4% | 72.2%-2.8pp | 76.6%-7.1pp | 67.9%+1.6pp |
| Annual return | -16.10% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,388 | $2,173+9.9% | $2,836-15.8% | $2,596-8.0% |
| Participant deferral / active EE | $4,881 | $3,779+29.2% | $4,656+4.8% | $4,027+21.2% |
| Admin fee / account holder | $4,808 | $6,112-21.3% | $7,493-35.8% | $5,403-11.0% |