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 | $76,972 | $59,805+28.7% | $79,550-3.2% | $68,494+12.4% |
| Participation rate | 51.2% | 61.1%-9.8pp | 69.5%-18.3pp | 67.9%-16.7pp |
| Annual return | -4.02% | -12.30%+8.3pp | 0.16%-4.2pp | -7.84%+3.8pp |
| Employer contribution / active EE | $1,478 | $1,505-1.8% | $2,413-38.8% | $2,596-43.1% |
| Participant deferral / active EE | $2,981 | $3,024-1.4% | $3,985-25.2% | $4,027-26.0% |
| Admin fee / account holder | $11,010 | $4,835+127.7% | $6,832+61.1% | $5,403+103.8% |