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 | $70,257 | $73,867-4.9% | $143,757-51.1% | $68,494+2.6% |
| Participation rate | 36.0% | 66.7%-30.7pp | 80.3%-44.4pp | 67.9%-31.9pp |
| Annual return | -18.30% | 1.01%-19.3pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $426 | $3,184-86.6% | $4,951-91.4% | $2,596-83.6% |
| Participant deferral / active EE | $1,618 | $3,384-52.2% | $5,637-71.3% | $4,027-59.8% |
| Admin fee / account holder | $3,316 | $5,755-42.4% | $14,673-77.4% | $5,403-38.6% |