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 | $78,189 | $73,867+5.9% | $143,757-45.6% | $68,494+14.2% |
| Participation rate | 39.3% | 66.7%-27.3pp | 80.3%-41.0pp | 67.9%-28.5pp |
| Annual return | -15.60% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $845 | $3,184-73.5% | $4,951-82.9% | $2,596-67.5% |
| Participant deferral / active EE | $1,647 | $3,384-51.3% | $5,637-70.8% | $4,027-59.1% |
| Admin fee / account holder | $8,203 | $5,755+42.5% | $14,673-44.1% | $5,403+51.8% |