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 | $68,758 | $54,229+26.8% | $70,092-1.9% | $68,494+0.4% |
| Participation rate | 65.1% | 64.5%+0.6pp | 70.5%-5.4pp | 67.9%-2.8pp |
| Annual return | -13.52% | -13.87%+0.3pp | 190.73%-204.3pp | -7.84%-5.7pp |
| Employer contribution / active EE | $672 | $2,018-66.7% | $2,559-73.7% | $2,596-74.1% |
| Participant deferral / active EE | $1,894 | $2,956-35.9% | $3,849-50.8% | $4,027-53.0% |
| Admin fee / account holder | $9,256 | $4,694+97.2% | $6,267+47.7% | $5,403+71.3% |