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 | $76,897 | $59,805+28.6% | $79,550-3.3% | $68,494+12.3% |
| Participation rate | 52.5% | 61.1%-8.5pp | 69.5%-16.9pp | 67.9%-15.3pp |
| Annual return | -16.49% | -12.30%-4.2pp | 0.16%-16.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $535 | $1,505-64.5% | $2,413-77.8% | $2,596-79.4% |
| Participant deferral / active EE | $4,341 | $3,024+43.5% | $3,985+8.9% | $4,027+7.8% |
| Admin fee / account holder | $5,840 | $4,835+20.8% | $6,832-14.5% | $5,403+8.1% |