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 | $69,311 | $54,229+27.8% | $70,092-1.1% | $68,494+1.2% |
| Participation rate | 59.5% | 64.5%-5.0pp | 70.5%-11.0pp | 67.9%-8.4pp |
| Annual return | -15.49% | -13.87%-1.6pp | 190.73%-206.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,844 | $2,018-8.6% | $2,559-27.9% | $2,596-29.0% |
| Participant deferral / active EE | $3,253 | $2,956+10.1% | $3,849-15.5% | $4,027-19.2% |
| Admin fee / account holder | $16,795 | $4,694+257.8% | $6,267+168.0% | $5,403+210.9% |