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 | $81,980 | $59,805+37.1% | $79,550+3.1% | $68,494+19.7% |
| Participation rate | 66.1% | 61.1%+5.0pp | 69.5%-3.4pp | 67.9%-1.8pp |
| Annual return | -12.90% | -12.30%-0.6pp | 0.16%-13.1pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,214 | $1,505-19.3% | $2,413-49.7% | $2,596-53.2% |
| Participant deferral / active EE | $2,540 | $3,024-16.0% | $3,985-36.3% | $4,027-36.9% |
| Admin fee / account holder | $6,667 | $4,835+37.9% | $6,832-2.4% | $5,403+23.4% |