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 | $69,224 | $45,863+50.9% | $77,024-10.1% | $68,494+1.1% |
| Participation rate | 35.9% | 55.9%-20.0pp | 67.9%-32.0pp | 67.9%-32.0pp |
| Annual return | -18.46% | 1.72%-20.2pp | 42.32%-60.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $944 | $1,650-42.8% | $2,812-66.4% | $2,596-63.6% |
| Participant deferral / active EE | $1,869 | $2,962-36.9% | $4,426-57.8% | $4,027-53.6% |
| Admin fee / account holder | $1,395 | $3,041-54.1% | $5,425-74.3% | $5,403-74.2% |