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 | $77,668 | $45,863+69.3% | $77,024+0.8% | $68,494+13.4% |
| Participation rate | 43.2% | 55.9%-12.7pp | 67.9%-24.7pp | 67.9%-24.6pp |
| Annual return | -15.33% | 1.72%-17.0pp | 42.32%-57.6pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,286 | $1,650-22.1% | $2,812-54.3% | $2,596-50.5% |
| Participant deferral / active EE | $2,180 | $2,962-26.4% | $4,426-50.8% | $4,027-45.9% |
| Admin fee / account holder | $7,813 | $3,041+156.9% | $5,425+44.0% | $5,403+44.6% |