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 | $86,902 | $58,577+48.4% | $83,333+4.3% | $64,186+35.4% |
| Participation rate | 45.2% | 72.0%-26.9pp | 77.8%-32.6pp | 69.6%-24.4pp |
| Annual return | -5.21% | 9.65%-14.9pp | 10.63%-15.8pp | 7.63%-12.8pp |
| Employer contribution / active EE | $361 | $2,098-82.8% | $3,379-89.3% | $2,381-84.8% |
| Participant deferral / active EE | $2,528 | $4,654-45.7% | $5,565-54.6% | $3,470-27.2% |
| Admin fee / account holder | $31,702 | $9,275+241.8% | $7,510+322.1% | $4,888+548.6% |