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 | $82,925 | $71,883+15.4% | $86,677-4.3% | $68,494+21.1% |
| Participation rate | 30.2% | 72.2%-42.0pp | 76.6%-46.4pp | 67.9%-37.7pp |
| Annual return | -16.21% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $734 | $2,173-66.2% | $2,836-74.1% | $2,596-71.7% |
| Participant deferral / active EE | $2,053 | $3,779-45.7% | $4,656-55.9% | $4,027-49.0% |
| Admin fee / account holder | $611 | $6,112-90.0% | $7,493-91.9% | $5,403-88.7% |