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 | $96,773 | $45,863+111.0% | $77,024+25.6% | $68,494+41.3% |
| Participation rate | 31.1% | 55.9%-24.8pp | 67.9%-36.8pp | 67.9%-36.8pp |
| Annual return | -15.55% | 1.72%-17.3pp | 42.32%-57.9pp | -7.84%-7.7pp |
| Employer contribution / active EE | $752 | $1,650-54.4% | $2,812-73.3% | $2,596-71.0% |
| Participant deferral / active EE | $1,884 | $2,962-36.4% | $4,426-57.4% | $4,027-53.2% |
| Admin fee / account holder | $704 | $3,041-76.8% | $5,425-87.0% | $5,403-87.0% |