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 | $50,056 | $45,863+9.1% | $77,024-35.0% | $68,494-26.9% |
| Participation rate | 64.0% | 55.9%+8.1pp | 67.9%-3.9pp | 67.9%-3.9pp |
| Annual return | -18.72% | 1.72%-20.4pp | 42.32%-61.0pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,951 | $1,650+18.3% | $2,812-30.6% | $2,596-24.9% |
| Participant deferral / active EE | $3,441 | $2,962+16.2% | $4,426-22.3% | $4,027-14.5% |
| Admin fee / account holder | $2,642 | $3,041-13.1% | $5,425-51.3% | $5,403-51.1% |