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 | $81,867 | $48,265+69.6% | $68,791+19.0% | $68,494+19.5% |
| Participation rate | 58.6% | 60.7%-2.1pp | 69.0%-10.4pp | 67.9%-9.3pp |
| Annual return | -16.24% | -12.71%-3.5pp | -6.38%-9.9pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,476 | $1,829-19.3% | $2,655-44.4% | $2,596-43.2% |
| Participant deferral / active EE | $4,198 | $2,867+46.4% | $3,941+6.5% | $4,027+4.2% |
| Admin fee / account holder | $19,880 | $4,355+356.4% | $4,932+303.1% | $5,403+268.0% |