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 | $78,966 | $64,707+22.0% | $112,228-29.6% | $68,494+15.3% |
| Participation rate | 41.0% | 67.2%-26.1pp | 75.1%-34.0pp | 67.9%-26.9pp |
| Annual return | -14.70% | -11.40%-3.3pp | 27.45%-42.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $990 | $2,746-63.9% | $3,635-72.8% | $2,596-61.9% |
| Participant deferral / active EE | $2,069 | $3,565-42.0% | $4,728-56.2% | $4,027-48.6% |
| Admin fee / account holder | $1,450 | $5,232-72.3% | $6,410-77.4% | $5,403-73.2% |