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 | $66,089 | $45,863+44.1% | $77,024-14.2% | $68,494-3.5% |
| Participation rate | 53.4% | 55.9%-2.5pp | 67.9%-14.5pp | 67.9%-14.4pp |
| Annual return | -12.28% | 1.72%-14.0pp | 42.32%-54.6pp | -7.84%-4.4pp |
| Employer contribution / active EE | $572 | $1,650-65.4% | $2,812-79.7% | $2,596-78.0% |
| Participant deferral / active EE | $2,170 | $2,962-26.7% | $4,426-51.0% | $4,027-46.1% |
| Admin fee / account holder | $5,294 | $3,041+74.1% | $5,425-2.4% | $5,403-2.0% |