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 | $80,724 | $62,586+29.0% | $76,768+5.2% | $64,186+25.8% |
| Participation rate | 57.1% | 72.8%-15.7pp | 77.0%-19.8pp | 69.6%-12.4pp |
| Annual return | -6.67% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $816 | $1,832-55.5% | $2,485-67.2% | $2,381-65.7% |
| Participant deferral / active EE | $2,290 | $3,145-27.2% | $3,852-40.5% | $3,470-34.0% |
| Admin fee / account holder | $11,584 | $4,667+148.2% | $6,675+73.5% | $4,888+137.0% |