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 | $77,739 | $71,883+8.1% | $86,677-10.3% | $68,494+13.5% |
| Participation rate | 68.0% | 72.2%-4.2pp | 76.6%-8.6pp | 67.9%+0.1pp |
| Annual return | -13.22% | 3.52%-16.7pp | 35.91%-49.1pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,555 | $2,173+17.6% | $2,836-9.9% | $2,596-1.6% |
| Participant deferral / active EE | $3,032 | $3,779-19.7% | $4,656-34.9% | $4,027-24.7% |
| Admin fee / account holder | $3,020 | $6,112-50.6% | $7,493-59.7% | $5,403-44.1% |