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 | $92,683 | $54,350+70.5% | $82,719+12.0% | $68,494+35.3% |
| Participation rate | 37.5% | 63.9%-26.4pp | 72.6%-35.1pp | 67.9%-30.4pp |
| Annual return | -15.40% | -13.67%-1.7pp | 701.18%-716.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $941 | $2,218-57.6% | $3,009-68.7% | $2,596-63.7% |
| Participant deferral / active EE | $3,250 | $3,246+0.1% | $4,395-26.1% | $4,027-19.3% |
| Admin fee / account holder | $2,514 | $4,395-42.8% | $5,329-52.8% | $5,403-53.5% |