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 | $83,131 | $48,265+72.2% | $68,791+20.8% | $68,494+21.4% |
| Participation rate | 52.1% | 60.7%-8.6pp | 69.0%-16.9pp | 67.9%-15.8pp |
| Annual return | -14.48% | -12.71%-1.8pp | -6.38%-8.1pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,262 | $1,829-31.0% | $2,655-52.5% | $2,596-51.4% |
| Participant deferral / active EE | $2,773 | $2,867-3.3% | $3,941-29.6% | $4,027-31.1% |
| Admin fee / account holder | $4,309 | $4,355-1.1% | $4,932-12.6% | $5,403-20.2% |