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 | $99,993 | $73,004+37.0% | $90,749+10.2% | $68,494+46.0% |
| Participation rate | 25.0% | 70.8%-45.8pp | 75.7%-50.7pp | 67.9%-42.9pp |
| Annual return | -16.51% | -13.81%-2.7pp | -12.16%-4.3pp | -7.84%-8.7pp |
| Employer contribution / active EE | $971 | $2,193-55.7% | $2,921-66.7% | $2,596-62.6% |
| Participant deferral / active EE | $2,640 | $3,627-27.2% | $4,564-42.1% | $4,027-34.4% |
| Admin fee / account holder | $1,922 | $5,896-67.4% | $8,445-77.2% | $5,403-64.4% |