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 | $70,190 | $42,894+63.6% | $60,874+15.3% | $68,494+2.5% |
| Participation rate | 42.6% | 66.8%-24.2pp | 73.1%-30.5pp | 67.9%-25.3pp |
| Annual return | -16.78% | -13.98%-2.8pp | 16.90%-33.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,219 | $1,978-38.4% | $2,701-54.9% | $2,596-53.1% |
| Participant deferral / active EE | $2,841 | $2,867-0.9% | $3,817-25.6% | $4,027-29.4% |
| Admin fee / account holder | $383 | $3,101-87.6% | $3,224-88.1% | $5,403-92.9% |