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 | $37,632 | $59,805-37.1% | $79,550-52.7% | $68,494-45.1% |
| Participation rate | 66.0% | 61.1%+4.9pp | 69.5%-3.5pp | 67.9%-1.9pp |
| Annual return | -10.02% | -12.30%+2.3pp | 0.16%-10.2pp | -7.84%-2.2pp |
| Employer contribution / active EE | $1,579 | $1,505+4.9% | $2,413-34.6% | $2,596-39.2% |
| Participant deferral / active EE | $3,806 | $3,024+25.8% | $3,985-4.5% | $4,027-5.5% |
| Admin fee / account holder | $12,673 | $4,835+162.1% | $6,832+85.5% | $5,403+134.6% |