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 | $86,690 | $71,480+21.3% | $90,782-4.5% | $64,186+35.1% |
| Participation rate | 57.1% | 77.6%-20.4pp | 82.7%-25.5pp | 69.6%-12.4pp |
| Annual return | -7.44% | -4.25%-3.2pp | -3.42%-4.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,651 | $3,415-51.6% | $4,105-59.8% | $2,381-30.6% |
| Participant deferral / active EE | $3,488 | $4,302-18.9% | $5,366-35.0% | $3,470+0.5% |
| Admin fee / account holder | $5,085 | $6,309-19.4% | $5,908-13.9% | $4,888+4.0% |