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 | $67,088 | $73,867-9.2% | $143,757-53.3% | $68,494-2.1% |
| Participation rate | 38.9% | 66.7%-27.8pp | 80.3%-41.4pp | 67.9%-29.0pp |
| Annual return | -18.96% | 1.01%-20.0pp | -0.04%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $908 | $3,184-71.5% | $4,951-81.7% | $2,596-65.0% |
| Participant deferral / active EE | $4,048 | $3,384+19.6% | $5,637-28.2% | $4,027+0.5% |
| Admin fee / account holder | $586 | $5,755-89.8% | $14,673-96.0% | $5,403-89.2% |