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 | $56,706 | $42,383+33.8% | $76,523-25.9% | $64,186-11.7% |
| Participation rate | 69.2% | 58.1%+11.1pp | 68.0%+1.2pp | 69.6%-0.3pp |
| Annual return | -8.73% | -16.54%+7.8pp | -0.27%-8.5pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,074 | $1,563+32.7% | $2,647-21.6% | $2,381-12.9% |
| Participant deferral / active EE | $4,100 | $2,566+59.7% | $3,835+6.9% | $3,470+18.2% |
| Admin fee / account holder | $1,059 | $3,198-66.9% | $4,848-78.1% | $4,888-78.3% |