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 | $83,684 | $42,383+97.4% | $76,523+9.4% | $64,186+30.4% |
| Participation rate | 64.3% | 58.1%+6.1pp | 68.0%-3.7pp | 69.6%-5.3pp |
| Annual return | -6.50% | -16.54%+10.0pp | -0.27%-6.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $945 | $1,563-39.6% | $2,647-64.3% | $2,381-60.3% |
| Participant deferral / active EE | $2,162 | $2,566-15.7% | $3,835-43.6% | $3,470-37.7% |
| Admin fee / account holder | $800 | $3,198-75.0% | $4,848-83.5% | $4,888-83.6% |