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 9-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 | $56,861 | $81,900-30.6% | $119,609-52.5% | $68,494-17.0% |
| Participation rate | 53.6% | 71.9%-18.3pp | 79.3%-25.7pp | 67.9%-14.3pp |
| Annual return | -9.48% | -23.82%+14.3pp | -14.97%+5.5pp | -7.84%-1.6pp |
| Employer contribution / active EE | $2,017 | $2,693-25.1% | $4,232-52.3% | $2,596-22.3% |
| Participant deferral / active EE | $5,283 | $4,148+27.4% | $5,602-5.7% | $4,027+31.2% |
| Admin fee / account holder | $1,010 | $6,582-84.7% | $10,323-90.2% | $5,403-81.3% |