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 | $85,147 | $59,805+42.4% | $79,550+7.0% | $68,494+24.3% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -14.71% | -12.30%-2.4pp | 0.16%-14.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,322 | $1,505+54.3% | $2,413-3.8% | $2,596-10.5% |
| Participant deferral / active EE | $2,611 | $3,024-13.7% | $3,985-34.5% | $4,027-35.2% |
| Admin fee / account holder | $669 | $4,835-86.2% | $6,832-90.2% | $5,403-87.6% |