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 | $77,395 | $56,484+37.0% | $169,463-54.3% | $64,186+20.6% |
| Participation rate | 61.7% | 64.5%-2.8pp | 77.8%-16.1pp | 69.6%-7.9pp |
| Annual return | -5.69% | -1.55%-4.1pp | 1.83%-7.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,364 | $3,448-2.4% | $5,277-36.3% | $3,470-3.1% |
| Admin fee / account holder | $6,062 | $4,174+45.2% | $9,109-33.5% | $4,888+24.0% |