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 | $84,962 | $64,707+31.3% | $112,228-24.3% | $68,494+24.0% |
| Participation rate | 57.7% | 67.2%-9.5pp | 75.1%-17.4pp | 67.9%-10.2pp |
| Annual return | -17.57% | -11.40%-6.2pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $765 | $2,746-72.1% | $3,635-79.0% | $2,596-70.5% |
| Participant deferral / active EE | $4,716 | $3,565+32.3% | $4,728-0.3% | $4,027+17.1% |
| Admin fee / account holder | $1,406 | $5,232-73.1% | $6,410-78.1% | $5,403-74.0% |