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 | $72,244 | $71,883+0.5% | $86,677-16.7% | $68,494+5.5% |
| Participation rate | 43.8% | 72.2%-28.5pp | 76.6%-32.8pp | 67.9%-24.1pp |
| Annual return | -14.60% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $856 | $2,173-60.6% | $2,836-69.8% | $2,596-67.0% |
| Participant deferral / active EE | $2,013 | $3,779-46.7% | $4,656-56.8% | $4,027-50.0% |
| Admin fee / account holder | $2,881 | $6,112-52.9% | $7,493-61.6% | $5,403-46.7% |