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 | $100,338 | $56,357+78.0% | $104,294-3.8% | $68,494+46.5% |
| Participation rate | 47.9% | 63.3%-15.3pp | 73.3%-25.3pp | 67.9%-20.0pp |
| Annual return | -15.01% | -9.19%-5.8pp | 24.61%-39.6pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,116 | $1,960-43.1% | $3,372-66.9% | $2,596-57.0% |
| Participant deferral / active EE | $3,109 | $3,077+1.0% | $4,625-32.8% | $4,027-22.8% |
| Admin fee / account holder | $26,407 | $4,903+438.6% | $7,339+259.8% | $5,403+388.8% |