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 5-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 | $72,291 | $64,707+11.7% | $112,228-35.6% | $68,494+5.5% |
| Participation rate | 33.3% | 67.2%-33.8pp | 75.1%-41.7pp | 67.9%-34.6pp |
| Annual return | -12.71% | -11.40%-1.3pp | 27.45%-40.2pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,918 | $2,746-30.1% | $3,635-47.2% | $2,596-26.1% |
| Participant deferral / active EE | $2,925 | $3,565-17.9% | $4,728-38.1% | $4,027-27.4% |
| Admin fee / account holder | $27,841 | $5,232+432.1% | $6,410+334.3% | $5,403+415.3% |