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 | $77,270 | $71,883+7.5% | $86,677-10.9% | $68,494+12.8% |
| Participation rate | 46.4% | 72.2%-25.8pp | 76.6%-30.1pp | 67.9%-21.5pp |
| Annual return | -3.77% | 3.52%-7.3pp | 35.91%-39.7pp | -7.84%+4.1pp |
| Employer contribution / active EE | $763 | $2,173-64.9% | $2,836-73.1% | $2,596-70.6% |
| Participant deferral / active EE | $2,805 | $3,779-25.8% | $4,656-39.8% | $4,027-30.4% |
| Admin fee / account holder | $4,549 | $6,112-25.6% | $7,493-39.3% | $5,403-15.8% |