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 | $95,763 | $167,307-42.8% | $143,757-33.4% | $134,475-28.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -11.49% | 0.46%-11.9pp | -0.04%-11.4pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,826 | $5,619-49.7% | $4,951-42.9% | $4,740-40.4% |
| Participant deferral / active EE | $5,417 | $6,446-16.0% | $5,637-3.9% | $6,400-15.4% |
| Admin fee / account holder | $1,176 | $18,088-93.5% | $14,673-92.0% | $11,426-89.7% |