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 9-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 | $77,791 | $60,989+27.6% | $60,874+27.8% | $66,914+16.3% |
| Participation rate | 25.5% | 74.5%-49.0pp | 73.1%-47.6pp | 69.8%-44.3pp |
| Annual return | -14.78% | -9.60%-5.2pp | 16.90%-31.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $914 | $2,661-65.6% | $2,701-66.2% | $2,544-64.1% |
| Participant deferral / active EE | $2,235 | $3,615-38.2% | $3,817-41.5% | $4,237-47.3% |
| Admin fee / account holder | $9,282 | $338+2642.5% | $3,224+187.9% | $593+1464.7% |