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 | $82,734 | $73,867+12.0% | $143,757-42.4% | $68,494+20.8% |
| Participation rate | 45.3% | 66.7%-21.4pp | 80.3%-35.0pp | 67.9%-22.6pp |
| Annual return | -16.11% | 1.01%-17.1pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $791 | $3,184-75.2% | $4,951-84.0% | $2,596-69.5% |
| Participant deferral / active EE | $1,934 | $3,384-42.9% | $5,637-65.7% | $4,027-52.0% |
| Admin fee / account holder | $6,420 | $5,755+11.6% | $14,673-56.2% | $5,403+18.8% |