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 | $43,232 | $45,863-5.7% | $77,024-43.9% | $68,494-36.9% |
| Participation rate | 62.7% | 55.9%+6.8pp | 67.9%-5.2pp | 67.9%-5.2pp |
| Annual return | -18.00% | 1.72%-19.7pp | 42.32%-60.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,014 | $1,650+22.1% | $2,812-28.4% | $2,596-22.4% |
| Participant deferral / active EE | $4,858 | $2,962+64.0% | $4,426+9.8% | $4,027+20.6% |
| Admin fee / account holder | $1,413 | $3,041-53.5% | $5,425-74.0% | $5,403-73.8% |