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 | $103,388 | $48,265+114.2% | $68,791+50.3% | $68,494+50.9% |
| Participation rate | 54.9% | 60.7%-5.7pp | 69.0%-14.1pp | 67.9%-13.0pp |
| Annual return | -14.26% | -12.71%-1.6pp | -6.38%-7.9pp | -7.84%-6.4pp |
| Employer contribution / active EE | $656 | $1,829-64.1% | $2,655-75.3% | $2,596-74.7% |
| Participant deferral / active EE | $5,526 | $2,867+92.8% | $3,941+40.2% | $4,027+37.2% |
| Admin fee / account holder | $10,200 | $4,355+134.2% | $4,932+106.8% | $5,403+88.8% |