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 | $61,126 | $71,883-15.0% | $86,677-29.5% | $68,494-10.8% |
| Participation rate | 62.8% | 72.2%-9.4pp | 76.6%-13.8pp | 67.9%-5.1pp |
| Annual return | -17.19% | 3.52%-20.7pp | 35.91%-53.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $805 | $2,173-63.0% | $2,836-71.6% | $2,596-69.0% |
| Participant deferral / active EE | $3,498 | $3,779-7.4% | $4,656-24.9% | $4,027-13.1% |
| Admin fee / account holder | $7,615 | $6,112+24.6% | $7,493+1.6% | $5,403+40.9% |