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 | $74,318 | $71,883+3.4% | $86,677-14.3% | $68,494+8.5% |
| Participation rate | 49.5% | 72.2%-22.8pp | 76.6%-27.1pp | 67.9%-18.4pp |
| Annual return | -7.88% | 3.52%-11.4pp | 35.91%-43.8pp | -7.84%0pp |
| Employer contribution / active EE | $653 | $2,173-70.0% | $2,836-77.0% | $2,596-74.9% |
| Participant deferral / active EE | $2,671 | $3,779-29.3% | $4,656-42.6% | $4,027-33.7% |
| Admin fee / account holder | $1,186 | $6,112-80.6% | $7,493-84.2% | $5,403-78.1% |