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 | $56,759 | $50,958+11.4% | $74,550-23.9% | $64,186-11.6% |
| Participation rate | 65.5% | 61.1%+4.5pp | 69.1%-3.6pp | 69.6%-4.1pp |
| Annual return | -7.29% | -1.86%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $371 | $1,115-66.7% | $1,961-81.1% | $2,381-84.4% |
| Participant deferral / active EE | $2,049 | $2,301-11.0% | $3,108-34.1% | $3,470-40.9% |
| Admin fee / account holder | $1,023 | $4,223-75.8% | $5,060-79.8% | $4,888-79.1% |