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 | $76,832 | $56,357+36.3% | $104,294-26.3% | $68,494+12.2% |
| Participation rate | 38.4% | 63.3%-24.9pp | 73.3%-34.9pp | 67.9%-29.5pp |
| Annual return | -16.51% | -9.19%-7.3pp | 24.61%-41.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,666 | $1,960-15.0% | $3,372-50.6% | $2,596-35.8% |
| Participant deferral / active EE | $3,070 | $3,077-0.2% | $4,625-33.6% | $4,027-23.8% |
| Admin fee / account holder | $2,861 | $4,903-41.6% | $7,339-61.0% | $5,403-47.0% |