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 | $79,426 | $59,805+32.8% | $79,550-0.2% | $68,494+16.0% |
| Participation rate | 41.5% | 61.1%-19.6pp | 69.5%-28.0pp | 67.9%-26.4pp |
| Annual return | -16.27% | -12.30%-4.0pp | 0.16%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,870 | $1,505+24.3% | $2,413-22.5% | $2,596-28.0% |
| Participant deferral / active EE | $3,346 | $3,024+10.6% | $3,985-16.0% | $4,027-16.9% |
| Admin fee / account holder | $2,647 | $4,835-45.3% | $6,832-61.3% | $5,403-51.0% |