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 | $65,868 | $64,707+1.8% | $112,228-41.3% | $68,494-3.8% |
| Participation rate | 63.9% | 67.2%-3.3pp | 75.1%-11.2pp | 67.9%-4.0pp |
| Annual return | -15.55% | -11.40%-4.1pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,908 | $2,746+42.3% | $3,635+7.5% | $2,596+50.5% |
| Participant deferral / active EE | $7,801 | $3,565+118.8% | $4,728+65.0% | $4,027+93.7% |
| Admin fee / account holder | $8,638 | $5,232+65.1% | $6,410+34.8% | $5,403+59.9% |