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 | $86,628 | $127,386-32.0% | $115,037-24.7% | $125,391-30.9% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | -3.25% | 31.28%-34.5pp | 26.14%-29.4pp | 282.22%-285.5pp |
| Employer contribution / active EE | $955 | $5,166-81.5% | $4,608-79.3% | $4,866-80.4% |
| Participant deferral / active EE | $2,538 | $6,423-60.5% | $6,026-57.9% | $5,352-52.6% |
| Admin fee / account holder | $1,182 | $9,516-87.6% | $8,175-85.5% | $9,540-87.6% |