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 | $97,355 | $59,805+62.8% | $79,550+22.4% | $68,494+42.1% |
| Participation rate | 67.3% | 61.1%+6.2pp | 69.5%-2.2pp | 67.9%-0.6pp |
| Annual return | -15.68% | -12.30%-3.4pp | 0.16%-15.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,191 | $1,505-20.8% | $2,413-50.6% | $2,596-54.1% |
| Participant deferral / active EE | $2,819 | $3,024-6.8% | $3,985-29.3% | $4,027-30.0% |
| Admin fee / account holder | $22,473 | $4,835+364.8% | $6,832+228.9% | $5,403+315.9% |