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 | $80,951 | $73,867+9.6% | $143,757-43.7% | $68,494+18.2% |
| Participation rate | 45.1% | 66.7%-21.6pp | 80.3%-35.2pp | 67.9%-22.8pp |
| Annual return | -14.09% | 1.01%-15.1pp | -0.04%-14.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $833 | $3,184-73.8% | $4,951-83.2% | $2,596-67.9% |
| Participant deferral / active EE | $3,973 | $3,384+17.4% | $5,637-29.5% | $4,027-1.4% |
| Admin fee / account holder | $2,582 | $5,755-55.1% | $14,673-82.4% | $5,403-52.2% |