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 | $89,880 | $71,883+25.0% | $86,677+3.7% | $68,494+31.2% |
| Participation rate | 38.7% | 72.2%-33.5pp | 76.6%-37.9pp | 67.9%-29.2pp |
| Annual return | -16.18% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $768 | $2,173-64.7% | $2,836-72.9% | $2,596-70.4% |
| Participant deferral / active EE | $1,844 | $3,779-51.2% | $4,656-60.4% | $4,027-54.2% |
| Admin fee / account holder | $645 | $6,112-89.4% | $7,493-91.4% | $5,403-88.1% |