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 | $93,618 | $59,805+56.5% | $79,550+17.7% | $68,494+36.7% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.5%-9.5pp | 67.9%-7.9pp |
| Annual return | -16.14% | -12.30%-3.8pp | 0.16%-16.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $877 | $1,505-41.8% | $2,413-63.7% | $2,596-66.2% |
| Participant deferral / active EE | $2,517 | $3,024-16.8% | $3,985-36.9% | $4,027-37.5% |
| Admin fee / account holder | $729 | $4,835-84.9% | $6,832-89.3% | $5,403-86.5% |