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 | $93,238 | $48,265+93.2% | $68,791+35.5% | $68,494+36.1% |
| Participation rate | 44.7% | 60.7%-15.9pp | 69.0%-24.3pp | 67.9%-23.2pp |
| Annual return | -15.61% | -12.71%-2.9pp | -6.38%-9.2pp | -7.84%-7.8pp |
| Employer contribution / active EE | $856 | $1,829-53.2% | $2,655-67.8% | $2,596-67.0% |
| Participant deferral / active EE | $2,212 | $2,867-22.8% | $3,941-43.9% | $4,027-45.1% |
| Admin fee / account holder | $19,837 | $4,355+355.5% | $4,932+302.2% | $5,403+267.2% |