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 | $85,016 | $64,707+31.4% | $112,228-24.2% | $68,494+24.1% |
| Participation rate | 48.6% | 67.2%-18.5pp | 75.1%-26.4pp | 67.9%-19.2pp |
| Annual return | -18.53% | -11.40%-7.1pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,905 | $2,746-30.6% | $3,635-47.6% | $2,596-26.6% |
| Participant deferral / active EE | $3,182 | $3,565-10.7% | $4,728-32.7% | $4,027-21.0% |
| Admin fee / account holder | $2,632 | $5,232-49.7% | $6,410-58.9% | $5,403-51.3% |