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 | $72,340 | $60,989+18.6% | $60,874+18.8% | $66,914+8.1% |
| Participation rate | 59.8% | 74.5%-14.7pp | 73.1%-13.3pp | 69.8%-10.0pp |
| Annual return | -10.60% | -9.60%-1.0pp | 16.90%-27.5pp | 1.58%-12.2pp |
| Employer contribution / active EE | $1,117 | $2,661-58.0% | $2,701-58.7% | $2,544-56.1% |
| Participant deferral / active EE | $3,150 | $3,615-12.9% | $3,817-17.5% | $4,237-25.7% |
| Admin fee / account holder | $10,695 | $338+3059.8% | $3,224+231.7% | $593+1702.7% |