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 | $80,847 | $61,660+31.1% | $80,019+1.0% | $64,186+26.0% |
| Participation rate | 48.3% | 71.7%-23.4pp | 75.8%-27.6pp | 69.6%-21.3pp |
| Annual return | -2.57% | -0.33%-2.2pp | 11.22%-13.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $447 | $1,810-75.3% | $2,468-81.9% | $2,381-81.2% |
| Participant deferral / active EE | $2,190 | $2,968-26.2% | $3,686-40.6% | $3,470-36.9% |
| Admin fee / account holder | $28,204 | $5,417+420.7% | $6,521+332.5% | $4,888+477.0% |