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 | $75,646 | $73,004+3.6% | $90,749-16.6% | $68,494+10.4% |
| Participation rate | 53.8% | 70.8%-17.0pp | 75.7%-21.8pp | 67.9%-14.0pp |
| Annual return | -17.72% | -13.81%-3.9pp | -12.16%-5.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $951 | $2,193-56.6% | $2,921-67.4% | $2,596-63.4% |
| Participant deferral / active EE | $3,086 | $3,627-14.9% | $4,564-32.4% | $4,027-23.4% |
| Admin fee / account holder | $456 | $5,896-92.3% | $8,445-94.6% | $5,403-91.6% |