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 | $70,275 | $71,883-2.2% | $86,677-18.9% | $68,494+2.6% |
| Participation rate | 63.0% | 72.2%-9.3pp | 76.6%-13.6pp | 67.9%-4.9pp |
| Annual return | -17.76% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $704 | $2,173-67.6% | $2,836-75.2% | $2,596-72.9% |
| Participant deferral / active EE | $2,817 | $3,779-25.4% | $4,656-39.5% | $4,027-30.0% |
| Admin fee / account holder | $487 | $6,112-92.0% | $7,493-93.5% | $5,403-91.0% |