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 | $82,324 | $56,357+46.1% | $104,294-21.1% | $68,494+20.2% |
| Participation rate | 52.7% | 63.3%-10.5pp | 73.3%-20.6pp | 67.9%-15.2pp |
| Annual return | -16.51% | -9.19%-7.3pp | 24.61%-41.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,810 | $1,960-7.7% | $3,372-46.3% | $2,596-30.3% |
| Participant deferral / active EE | $3,320 | $3,077+7.9% | $4,625-28.2% | $4,027-17.6% |
| Admin fee / account holder | $5,462 | $4,903+11.4% | $7,339-25.6% | $5,403+1.1% |