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 | $141,919 | $48,265+194.0% | $68,791+106.3% | $68,494+107.2% |
| Participation rate | 60.0% | 60.7%-0.7pp | 69.0%-9.0pp | 67.9%-7.9pp |
| Annual return | -17.79% | -12.71%-5.1pp | -6.38%-11.4pp | -7.84%-10.0pp |
| Employer contribution / active EE | $903 | $1,829-50.6% | $2,655-66.0% | $2,596-65.2% |
| Participant deferral / active EE | $1,631 | $2,867-43.1% | $3,941-58.6% | $4,027-59.5% |
| Admin fee / account holder | $7,057 | $4,355+62.0% | $4,932+43.1% | $5,403+30.6% |