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 | $79,487 | $73,004+8.9% | $90,749-12.4% | $68,494+16.0% |
| Participation rate | 67.6% | 70.8%-3.3pp | 75.7%-8.1pp | 67.9%-0.3pp |
| Annual return | -18.73% | -13.81%-4.9pp | -12.16%-6.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $947 | $2,193-56.8% | $2,921-67.6% | $2,596-63.5% |
| Participant deferral / active EE | $2,868 | $3,627-20.9% | $4,564-37.2% | $4,027-28.8% |
| Admin fee / account holder | $1,234 | $5,896-79.1% | $8,445-85.4% | $5,403-77.2% |