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 | $78,343 | $81,900-4.3% | $119,609-34.5% | $68,494+14.4% |
| Participation rate | 61.5% | 71.9%-10.4pp | 79.3%-17.7pp | 67.9%-6.3pp |
| Annual return | -0.75% | -23.82%+23.1pp | -14.97%+14.2pp | -7.84%+7.1pp |
| Employer contribution / active EE | $2,658 | $2,693-1.3% | $4,232-37.2% | $2,596+2.4% |
| Participant deferral / active EE | $5,377 | $4,148+29.6% | $5,602-4.0% | $4,027+33.5% |
| Admin fee / account holder | $33,006 | $6,582+401.5% | $10,323+219.7% | $5,403+510.9% |