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 | $68,673 | $64,707+6.1% | $112,228-38.8% | $68,494+0.3% |
| Participation rate | 62.6% | 67.2%-4.5pp | 75.1%-12.4pp | 67.9%-5.3pp |
| Annual return | -18.59% | -11.40%-7.2pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,196 | $2,746-20.0% | $3,635-39.6% | $2,596-15.4% |
| Participant deferral / active EE | $3,532 | $3,565-0.9% | $4,728-25.3% | $4,027-12.3% |
| Admin fee / account holder | $7,491 | $5,232+43.2% | $6,410+16.9% | $5,403+38.7% |