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 | $76,947 | $45,863+67.8% | $77,024-0.1% | $68,494+12.3% |
| Participation rate | 51.3% | 55.9%-4.6pp | 67.9%-16.6pp | 67.9%-16.6pp |
| Annual return | -17.83% | 1.72%-19.6pp | 42.32%-60.1pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,263 | $1,650+37.2% | $2,812-19.5% | $2,596-12.8% |
| Participant deferral / active EE | $6,490 | $2,962+119.1% | $4,426+46.6% | $4,027+61.2% |
| Admin fee / account holder | $1,035 | $3,041-66.0% | $5,425-80.9% | $5,403-80.8% |