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 | $68,530 | $73,004-6.1% | $90,749-24.5% | $68,494+0.1% |
| Participation rate | 62.5% | 70.8%-8.3pp | 75.7%-13.2pp | 67.9%-5.4pp |
| Annual return | -14.27% | -13.81%-0.5pp | -12.16%-2.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,802 | $2,193-17.8% | $2,921-38.3% | $2,596-30.6% |
| Participant deferral / active EE | $3,929 | $3,627+8.3% | $4,564-13.9% | $4,027-2.4% |
| Admin fee / account holder | $1,442 | $5,896-75.5% | $8,445-82.9% | $5,403-73.3% |