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 | $69,108 | $59,805+15.6% | $79,550-13.1% | $68,494+0.9% |
| Participation rate | 54.3% | 61.1%-6.8pp | 69.5%-15.2pp | 67.9%-13.6pp |
| Annual return | -16.84% | -12.30%-4.5pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,364 | $1,505+57.1% | $2,413-2.0% | $2,596-8.9% |
| Participant deferral / active EE | $4,008 | $3,024+32.5% | $3,985+0.6% | $4,027-0.5% |
| Admin fee / account holder | $8,855 | $4,835+83.2% | $6,832+29.6% | $5,403+63.9% |