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 | $68,436 | $65,435+4.6% | $86,677-21.0% | $66,914+2.3% |
| Participation rate | 62.9% | 75.5%-12.6pp | 76.6%-13.7pp | 69.8%-6.9pp |
| Annual return | -17.55% | -10.89%-6.7pp | 35.91%-53.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,034 | $2,153-5.5% | $2,836-28.3% | $2,544-20.1% |
| Participant deferral / active EE | $2,941 | $4,100-28.3% | $4,656-36.8% | $4,237-30.6% |
| Admin fee / account holder | $17,364 | $642+2606.6% | $7,493+131.7% | $593+2826.9% |