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 | $62,237 | $59,805+4.1% | $79,550-21.8% | $68,494-9.1% |
| Participation rate | 46.4% | 61.1%-14.6pp | 69.5%-23.1pp | 67.9%-21.5pp |
| Annual return | -7.40% | -12.30%+4.9pp | 0.16%-7.6pp | -7.84%+0.4pp |
| Employer contribution / active EE | $1,578 | $1,505+4.8% | $2,413-34.6% | $2,596-39.2% |
| Participant deferral / active EE | $3,836 | $3,024+26.8% | $3,985-3.7% | $4,027-4.8% |
| Admin fee / account holder | $964 | $4,835-80.1% | $6,832-85.9% | $5,403-82.2% |