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 | $138,872 | $71,883+93.2% | $86,677+60.2% | $68,494+102.8% |
| Participation rate | 63.3% | 72.2%-9.0pp | 76.6%-13.3pp | 67.9%-4.6pp |
| Annual return | -15.69% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,827 | $2,173-15.9% | $2,836-35.6% | $2,596-29.6% |
| Participant deferral / active EE | $3,700 | $3,779-2.1% | $4,656-20.5% | $4,027-8.1% |
| Admin fee / account holder | $2,260 | $6,112-63.0% | $7,493-69.8% | $5,403-58.2% |