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 | $81,750 | $59,805+36.7% | $79,550+2.8% | $68,494+19.4% |
| Participation rate | 44.1% | 61.1%-17.0pp | 69.5%-25.4pp | 67.9%-23.8pp |
| Annual return | -13.39% | -12.30%-1.1pp | 0.16%-13.6pp | -7.84%-5.5pp |
| Employer contribution / active EE | $617 | $1,505-59.0% | $2,413-74.4% | $2,596-76.2% |
| Participant deferral / active EE | $3,079 | $3,024+1.8% | $3,985-22.7% | $4,027-23.5% |
| Admin fee / account holder | $632 | $4,835-86.9% | $6,832-90.8% | $5,403-88.3% |