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 | $83,805 | $81,900+2.3% | $119,609-29.9% | $68,494+22.4% |
| Participation rate | 42.1% | 71.9%-29.8pp | 79.3%-37.2pp | 67.9%-25.8pp |
| Annual return | -16.13% | -23.82%+7.7pp | -14.97%-1.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $922 | $2,693-65.8% | $4,232-78.2% | $2,596-64.5% |
| Participant deferral / active EE | $2,045 | $4,148-50.7% | $5,602-63.5% | $4,027-49.2% |
| Admin fee / account holder | $2,105 | $6,582-68.0% | $10,323-79.6% | $5,403-61.0% |