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 | $62,721 | $64,707-3.1% | $112,228-44.1% | $68,494-8.4% |
| Participation rate | 69.2% | 67.2%+2.1pp | 75.1%-5.8pp | 67.9%+1.3pp |
| Annual return | -19.42% | -11.40%-8.0pp | 27.45%-46.9pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,639 | $2,746-3.9% | $3,635-27.4% | $2,596+1.7% |
| Participant deferral / active EE | $3,807 | $3,565+6.8% | $4,728-19.5% | $4,027-5.5% |
| Admin fee / account holder | $17,964 | $5,232+243.3% | $6,410+180.2% | $5,403+232.5% |