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 | $80,870 | $62,586+29.2% | $76,768+5.3% | $64,186+26.0% |
| Participation rate | 32.8% | 72.8%-40.0pp | 77.0%-44.1pp | 69.6%-36.7pp |
| Annual return | -6.85% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,767 | $3,145-43.8% | $3,852-54.1% | $3,470-49.1% |
| Admin fee / account holder | $8,483 | $4,667+81.8% | $6,675+27.1% | $4,888+73.5% |