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 | $36,708 | $42,894-14.4% | $60,874-39.7% | $68,494-46.4% |
| Participation rate | 63.3% | 66.8%-3.5pp | 73.1%-9.8pp | 67.9%-4.6pp |
| Annual return | -17.87% | -13.98%-3.9pp | 16.90%-34.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,638 | $1,978+33.3% | $2,701-2.4% | $2,596+1.6% |
| Participant deferral / active EE | $4,967 | $2,867+73.3% | $3,817+30.1% | $4,027+23.3% |
| Admin fee / account holder | $5,352 | $3,101+72.6% | $3,224+66.0% | $5,403-0.9% |