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 | $65,324 | $64,707+1.0% | $112,228-41.8% | $68,494-4.6% |
| Participation rate | 63.3% | 67.2%-3.8pp | 75.1%-11.7pp | 67.9%-4.6pp |
| Annual return | -10.69% | -11.40%+0.7pp | 27.45%-38.1pp | -7.84%-2.8pp |
| Employer contribution / active EE | $944 | $2,746-65.6% | $3,635-74.0% | $2,596-63.6% |
| Participant deferral / active EE | $2,906 | $3,565-18.5% | $4,728-38.5% | $4,027-27.8% |
| Admin fee / account holder | $7,192 | $5,232+37.5% | $6,410+12.2% | $5,403+33.1% |