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 | $68,635 | $44,642+53.7% | $91,220-24.8% | $66,914+2.6% |
| Participation rate | 65.0% | 64.9%+0.1pp | 73.2%-8.2pp | 69.8%-4.8pp |
| Annual return | -10.60% | -12.29%+1.7pp | 114.01%-124.6pp | 1.58%-12.2pp |
| Employer contribution / active EE | $1,863 | $1,706+9.2% | $2,850-34.6% | $2,544-26.8% |
| Participant deferral / active EE | $3,944 | $3,349+17.8% | $4,234-6.9% | $4,237-6.9% |
| Admin fee / account holder | $771 | $521+47.9% | $5,420-85.8% | $593+30.0% |