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 | $62,715 | $59,805+4.9% | $79,550-21.2% | $68,494-8.4% |
| Participation rate | 63.9% | 61.1%+2.9pp | 69.5%-5.6pp | 67.9%-4.0pp |
| Annual return | -16.54% | -12.30%-4.2pp | 0.16%-16.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $726 | $1,505-51.8% | $2,413-69.9% | $2,596-72.0% |
| Participant deferral / active EE | $2,639 | $3,024-12.7% | $3,985-33.8% | $4,027-34.5% |
| Admin fee / account holder | $6,623 | $4,835+37.0% | $6,832-3.1% | $5,403+22.6% |