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 | $68,780 | $45,863+50.0% | $77,024-10.7% | $68,494+0.4% |
| Participation rate | 59.1% | 55.9%+3.2pp | 67.9%-8.8pp | 67.9%-8.7pp |
| Annual return | -15.70% | 1.72%-17.4pp | 42.32%-58.0pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,187 | $2,962-26.2% | $4,426-50.6% | $4,027-45.7% |
| Admin fee / account holder | $1,642 | $3,041-46.0% | $5,425-69.7% | $5,403-69.6% |