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 | $88,453 | $81,900+8.0% | $119,609-26.0% | $68,494+29.1% |
| Participation rate | 60.7% | 71.9%-11.2pp | 79.3%-18.6pp | 67.9%-7.2pp |
| Annual return | -10.43% | -23.82%+13.4pp | -14.97%+4.5pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,675 | $2,693-37.8% | $4,232-60.4% | $2,596-35.5% |
| Participant deferral / active EE | $5,771 | $4,148+39.1% | $5,602+3.0% | $4,027+43.3% |
| Admin fee / account holder | $4,866 | $6,582-26.1% | $10,323-52.9% | $5,403-9.9% |