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 | $63,954 | $81,900-21.9% | $119,609-46.5% | $68,494-6.6% |
| Participation rate | 68.5% | 71.9%-3.4pp | 79.3%-10.8pp | 67.9%+0.6pp |
| Annual return | -17.31% | -23.82%+6.5pp | -14.97%-2.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,446 | $2,693-46.3% | $4,232-65.8% | $2,596-44.3% |
| Participant deferral / active EE | $3,469 | $4,148-16.4% | $5,602-38.1% | $4,027-13.9% |
| Admin fee / account holder | $626 | $6,582-90.5% | $10,323-93.9% | $5,403-88.4% |