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 | $91,140 | $73,867+23.4% | $143,757-36.6% | $68,494+33.1% |
| Participation rate | 39.6% | 66.7%-27.1pp | 80.3%-40.7pp | 67.9%-28.3pp |
| Annual return | -15.85% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,247 | $3,184-29.4% | $4,951-54.6% | $2,596-13.5% |
| Participant deferral / active EE | $5,056 | $3,384+49.4% | $5,637-10.3% | $4,027+25.5% |
| Admin fee / account holder | $444 | $5,755-92.3% | $14,673-97.0% | $5,403-91.8% |