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 | $77,952 | $87,540-11.0% | $75,781+2.9% | $125,391-37.8% |
| Participation rate | 58.8% | 80.2%-21.3pp | 75.8%-17.0pp | 83.2%-24.4pp |
| Annual return | -0.67% | 13.48%-14.2pp | 9.68%-10.3pp | 282.22%-282.9pp |
| Employer contribution / active EE | $682 | $3,930-82.6% | $3,323-79.5% | $4,866-86.0% |
| Participant deferral / active EE | $1,456 | $4,229-65.6% | $3,651-60.1% | $5,352-72.8% |
| Admin fee / account holder | $1,397 | $6,502-78.5% | $5,299-73.6% | $9,540-85.4% |