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 | $62,110 | $69,010-10.0% | $159,960-61.2% | $68,494-9.3% |
| Participation rate | 64.6% | 65.4%-0.8pp | 78.0%-13.3pp | 67.9%-3.3pp |
| Annual return | -17.44% | -9.65%-7.8pp | 408.60%-426.0pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,238 | $2,213-44.1% | $4,226-70.7% | $2,596-52.3% |
| Participant deferral / active EE | $5,422 | $4,212+28.7% | $6,182-12.3% | $4,027+34.6% |
| Admin fee / account holder | $3,450 | $4,798-28.1% | $8,698-60.3% | $5,403-36.1% |