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 | $79,546 | $45,863+73.4% | $77,024+3.3% | $68,494+16.1% |
| Participation rate | 25.0% | 55.9%-30.9pp | 67.9%-42.9pp | 67.9%-42.9pp |
| Annual return | -15.62% | 1.72%-17.3pp | 42.32%-57.9pp | -7.84%-7.8pp |
| Employer contribution / active EE | $575 | $1,650-65.2% | $2,812-79.6% | $2,596-77.9% |
| Participant deferral / active EE | $1,792 | $2,962-39.5% | $4,426-59.5% | $4,027-55.5% |
| Admin fee / account holder | $19,817 | $3,041+551.8% | $5,425+265.3% | $5,403+266.8% |