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 | $70,521 | $64,707+9.0% | $112,228-37.2% | $68,494+3.0% |
| Participation rate | 64.6% | 67.2%-2.5pp | 75.1%-10.4pp | 67.9%-3.3pp |
| Annual return | -13.10% | -11.40%-1.7pp | 27.45%-40.5pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,979 | $2,746-27.9% | $3,635-45.5% | $2,596-23.8% |
| Participant deferral / active EE | $3,179 | $3,565-10.8% | $4,728-32.8% | $4,027-21.1% |
| Admin fee / account holder | $11,377 | $5,232+117.4% | $6,410+77.5% | $5,403+110.6% |