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 | $75,252 | $59,805+25.8% | $79,550-5.4% | $68,494+9.9% |
| Participation rate | 51.6% | 61.1%-9.5pp | 69.5%-17.9pp | 67.9%-16.3pp |
| Annual return | -10.95% | -12.30%+1.4pp | 0.16%-11.1pp | -7.84%-3.1pp |
| Employer contribution / active EE | $435 | $1,505-71.1% | $2,413-82.0% | $2,596-83.2% |
| Participant deferral / active EE | $2,098 | $3,024-30.6% | $3,985-47.4% | $4,027-47.9% |
| Admin fee / account holder | $17,084 | $4,835+253.4% | $6,832+150.1% | $5,403+216.2% |