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 | $80,260 | $71,883+11.7% | $86,677-7.4% | $68,494+17.2% |
| Participation rate | 52.9% | 72.2%-19.3pp | 76.6%-23.6pp | 67.9%-14.9pp |
| Annual return | -16.98% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,818 | $2,173-16.3% | $2,836-35.9% | $2,596-30.0% |
| Participant deferral / active EE | $3,944 | $3,779+4.4% | $4,656-15.3% | $4,027-2.1% |
| Admin fee / account holder | $3,440 | $6,112-43.7% | $7,493-54.1% | $5,403-36.3% |