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 | $75,036 | $64,707+16.0% | $112,228-33.1% | $68,494+9.6% |
| Participation rate | 36.8% | 67.2%-30.3pp | 75.1%-38.2pp | 67.9%-31.0pp |
| Annual return | -16.01% | -11.40%-4.6pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,263 | $2,746-54.0% | $3,635-65.2% | $2,596-51.3% |
| Participant deferral / active EE | $3,335 | $3,565-6.5% | $4,728-29.5% | $4,027-17.2% |
| Admin fee / account holder | $962 | $5,232-81.6% | $6,410-85.0% | $5,403-82.2% |