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 | $78,704 | $45,863+71.6% | $77,024+2.2% | $68,494+14.9% |
| Participation rate | 20.3% | 55.9%-35.7pp | 67.9%-47.7pp | 67.9%-47.6pp |
| Annual return | -18.35% | 1.72%-20.1pp | 42.32%-60.7pp | -7.84%-10.5pp |
| Employer contribution / active EE | $644 | $1,650-60.9% | $2,812-77.1% | $2,596-75.2% |
| Participant deferral / active EE | $1,512 | $2,962-48.9% | $4,426-65.8% | $4,027-62.4% |
| Admin fee / account holder | $1,183 | $3,041-61.1% | $5,425-78.2% | $5,403-78.1% |