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 | $63,453 | $59,805+6.1% | $79,550-20.2% | $68,494-7.4% |
| Participation rate | 69.2% | 61.1%+8.2pp | 69.5%-0.3pp | 67.9%+1.3pp |
| Annual return | -15.05% | -12.30%-2.7pp | 0.16%-15.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $728 | $1,505-51.6% | $2,413-69.8% | $2,596-71.9% |
| Participant deferral / active EE | $3,790 | $3,024+25.3% | $3,985-4.9% | $4,027-5.9% |
| Admin fee / account holder | $678 | $4,835-86.0% | $6,832-90.1% | $5,403-87.5% |