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 | $78,004 | $71,883+8.5% | $86,677-10.0% | $68,494+13.9% |
| Participation rate | 59.1% | 72.2%-13.1pp | 76.6%-17.5pp | 67.9%-8.8pp |
| Annual return | -2.50% | 3.52%-6.0pp | 35.91%-38.4pp | -7.84%+5.3pp |
| Employer contribution / active EE | $624 | $2,173-71.3% | $2,836-78.0% | $2,596-76.0% |
| Participant deferral / active EE | $3,215 | $3,779-14.9% | $4,656-30.9% | $4,027-20.2% |
| Admin fee / account holder | $739 | $6,112-87.9% | $7,493-90.1% | $5,403-86.3% |