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 | $89,960 | $42,894+109.7% | $60,874+47.8% | $68,494+31.3% |
| Participation rate | 45.7% | 66.8%-21.1pp | 73.1%-27.4pp | 67.9%-22.2pp |
| Annual return | -16.37% | -13.98%-2.4pp | 16.90%-33.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $414 | $1,978-79.1% | $2,701-84.7% | $2,596-84.1% |
| Participant deferral / active EE | $1,066 | $2,867-62.8% | $3,817-72.1% | $4,027-73.5% |
| Admin fee / account holder | $928 | $3,101-70.1% | $3,224-71.2% | $5,403-82.8% |