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 | $69,177 | $73,004-5.2% | $90,749-23.8% | $68,494+1.0% |
| Participation rate | 55.7% | 70.8%-15.1pp | 75.7%-20.0pp | 67.9%-12.2pp |
| Annual return | -15.26% | -13.81%-1.5pp | -12.16%-3.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,301 | $2,193+4.9% | $2,921-21.2% | $2,596-11.4% |
| Participant deferral / active EE | $5,129 | $3,627+41.4% | $4,564+12.4% | $4,027+27.4% |
| Admin fee / account holder | $3,045 | $5,896-48.3% | $8,445-63.9% | $5,403-43.6% |