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 | $65,067 | $46,674+39.4% | $117,472-44.6% | $68,494-5.0% |
| Participation rate | 59.4% | 56.8%+2.6pp | 70.6%-11.2pp | 67.9%-8.5pp |
| Annual return | -15.31% | -14.52%-0.8pp | 29.74%-45.0pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,737 | $1,505+15.4% | $4,176-58.4% | $2,596-33.1% |
| Participant deferral / active EE | $4,314 | $2,636+63.6% | $4,070+6.0% | $4,027+7.1% |
| Admin fee / account holder | $15,123 | $4,020+276.2% | $5,645+167.9% | $5,403+179.9% |