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 | $47,857 | $50,958-6.1% | $74,550-35.8% | $64,186-25.4% |
| Participation rate | 67.9% | 61.1%+6.8pp | 69.1%-1.3pp | 69.6%-1.7pp |
| Annual return | -4.18% | -1.86%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,251 | $1,115+12.1% | $1,961-36.2% | $2,381-47.5% |
| Participant deferral / active EE | $2,675 | $2,301+16.2% | $3,108-13.9% | $3,470-22.9% |
| Admin fee / account holder | $928 | $4,223-78.0% | $5,060-81.7% | $4,888-81.0% |