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 | $63,754 | $45,863+39.0% | $77,024-17.2% | $68,494-6.9% |
| Participation rate | 56.1% | 55.9%+0.2pp | 67.9%-11.8pp | 67.9%-11.8pp |
| Annual return | -17.15% | 1.72%-18.9pp | 42.32%-59.5pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,253 | $1,650-24.0% | $2,812-55.4% | $2,596-51.7% |
| Participant deferral / active EE | $2,117 | $2,962-28.5% | $4,426-52.2% | $4,027-47.4% |
| Admin fee / account holder | $3,011 | $3,041-1.0% | $5,425-44.5% | $5,403-44.3% |