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 | $63,993 | $64,707-1.1% | $112,228-43.0% | $68,494-6.6% |
| Participation rate | 39.1% | 67.2%-28.0pp | 75.1%-35.9pp | 67.9%-28.8pp |
| Annual return | -14.21% | -11.40%-2.8pp | 27.45%-41.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,197 | $3,565-10.3% | $4,728-32.4% | $4,027-20.6% |
| Admin fee / account holder | $9,258 | $5,232+76.9% | $6,410+44.4% | $5,403+71.4% |