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 | $65,939 | $71,883-8.3% | $86,677-23.9% | $68,494-3.7% |
| Participation rate | 69.4% | 72.2%-2.8pp | 76.6%-7.2pp | 67.9%+1.5pp |
| Annual return | -16.56% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,838 | $2,173-15.4% | $2,836-35.2% | $2,596-29.2% |
| Participant deferral / active EE | $3,525 | $3,779-6.7% | $4,656-24.3% | $4,027-12.5% |
| Admin fee / account holder | $1,498 | $6,112-75.5% | $7,493-80.0% | $5,403-72.3% |