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 | $76,557 | $59,186+29.3% | $76,768-0.3% | $56,287+36.0% |
| Participation rate | 59.3% | 75.2%-15.9pp | 77.0%-17.6pp | 69.9%-10.5pp |
| Annual return | -6.50% | 6.62%-13.1pp | 2.43%-8.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,328 | $1,759-24.5% | $2,485-46.5% | $2,111-37.1% |
| Participant deferral / active EE | $2,858 | $3,255-12.2% | $3,852-25.8% | $3,350-14.7% |
| Admin fee / account holder | $1,930 | $489+294.6% | $6,675-71.1% | $521+270.5% |