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 | $78,314 | $59,805+30.9% | $79,550-1.6% | $68,494+14.3% |
| Participation rate | 20.0% | 61.1%-41.1pp | 69.5%-49.5pp | 67.9%-47.9pp |
| Annual return | -17.16% | -12.30%-4.9pp | 0.16%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $679 | $1,505-54.9% | $2,413-71.8% | $2,596-73.8% |
| Participant deferral / active EE | $1,457 | $3,024-51.8% | $3,985-63.4% | $4,027-63.8% |
| Admin fee / account holder | $323 | $4,835-93.3% | $6,832-95.3% | $5,403-94.0% |