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 | $68,030 | $64,707+5.1% | $112,228-39.4% | $68,494-0.7% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -17.53% | -11.40%-6.1pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,457 | $2,746-46.9% | $3,635-59.9% | $2,596-43.9% |
| Participant deferral / active EE | $3,505 | $3,565-1.7% | $4,728-25.9% | $4,027-13.0% |
| Admin fee / account holder | $3,201 | $5,232-38.8% | $6,410-50.1% | $5,403-40.8% |