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 | $69,716 | $71,883-3.0% | $86,677-19.6% | $68,494+1.8% |
| Participation rate | 63.6% | 72.2%-8.6pp | 76.6%-12.9pp | 67.9%-4.3pp |
| Annual return | -10.11% | 3.52%-13.6pp | 35.91%-46.0pp | -7.84%-2.3pp |
| Employer contribution / active EE | $1,890 | $2,173-13.0% | $2,836-33.4% | $2,596-27.2% |
| Participant deferral / active EE | $3,571 | $3,779-5.5% | $4,656-23.3% | $4,027-11.3% |
| Admin fee / account holder | $544 | $6,112-91.1% | $7,493-92.7% | $5,403-89.9% |