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 7-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 | $87,594 | $45,863+91.0% | $77,024+13.7% | $68,494+27.9% |
| Participation rate | 39.4% | 55.9%-16.5pp | 67.9%-28.5pp | 67.9%-28.5pp |
| Annual return | -16.89% | 1.72%-18.6pp | 42.32%-59.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $695 | $1,650-57.9% | $2,812-75.3% | $2,596-73.2% |
| Participant deferral / active EE | $2,169 | $2,962-26.8% | $4,426-51.0% | $4,027-46.1% |
| Admin fee / account holder | $1,786 | $3,041-41.3% | $5,425-67.1% | $5,403-66.9% |