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 | $82,448 | $48,265+70.8% | $68,791+19.9% | $68,494+20.4% |
| Participation rate | 34.7% | 60.7%-26.0pp | 69.0%-34.3pp | 67.9%-33.2pp |
| Annual return | -13.50% | -12.71%-0.8pp | -6.38%-7.1pp | -7.84%-5.7pp |
| Employer contribution / active EE | $868 | $1,829-52.5% | $2,655-67.3% | $2,596-66.6% |
| Participant deferral / active EE | $2,283 | $2,867-20.4% | $3,941-42.1% | $4,027-43.3% |
| Admin fee / account holder | $4,670 | $4,355+7.2% | $4,932-5.3% | $5,403-13.6% |