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 | $62,801 | $45,863+36.9% | $77,024-18.5% | $68,494-8.3% |
| Participation rate | 64.3% | 55.9%+8.4pp | 67.9%-3.6pp | 67.9%-3.6pp |
| Annual return | -17.61% | 1.72%-19.3pp | 42.32%-59.9pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,236 | $2,962+245.5% | $4,426+131.2% | $4,027+154.2% |
| Admin fee / account holder | $6,330 | $3,041+108.2% | $5,425+16.7% | $5,403+17.2% |