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 | $88,904 | $64,707+37.4% | $112,228-20.8% | $68,494+29.8% |
| Participation rate | 34.2% | 67.2%-33.0pp | 75.1%-40.9pp | 67.9%-33.7pp |
| Annual return | -13.00% | -11.40%-1.6pp | 27.45%-40.5pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,205 | $2,746-56.1% | $3,635-66.8% | $2,596-53.6% |
| Participant deferral / active EE | $2,261 | $3,565-36.6% | $4,728-52.2% | $4,027-43.9% |
| Admin fee / account holder | $1,401 | $5,232-73.2% | $6,410-78.1% | $5,403-74.1% |