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 | $79,560 | $59,805+33.0% | $79,5500% | $68,494+16.2% |
| Participation rate | 68.7% | 61.1%+7.6pp | 69.5%-0.8pp | 67.9%+0.8pp |
| Annual return | -15.05% | -12.30%-2.8pp | 0.16%-15.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $987 | $1,505-34.4% | $2,413-59.1% | $2,596-62.0% |
| Participant deferral / active EE | $5,483 | $3,024+81.3% | $3,985+37.6% | $4,027+36.2% |
| Admin fee / account holder | $5,229 | $4,835+8.2% | $6,832-23.5% | $5,403-3.2% |