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 | $84,404 | $167,307-49.6% | $143,757-41.3% | $134,475-37.2% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -16.60% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,716 | $5,619-51.7% | $4,951-45.1% | $4,740-42.7% |
| Participant deferral / active EE | $6,072 | $6,446-5.8% | $5,637+7.7% | $6,400-5.1% |
| Admin fee / account holder | $1,546 | $18,088-91.5% | $14,673-89.5% | $11,426-86.5% |