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 | $101,340 | $81,900+23.7% | $119,609-15.3% | $68,494+48.0% |
| Participation rate | 49.0% | 71.9%-22.9pp | 79.3%-30.2pp | 67.9%-18.9pp |
| Annual return | -18.80% | -23.82%+5.0pp | -14.97%-3.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,536 | $2,693-43.0% | $4,232-63.7% | $2,596-40.8% |
| Participant deferral / active EE | $4,530 | $4,148+9.2% | $5,602-19.1% | $4,027+12.5% |
| Admin fee / account holder | $4,113 | $6,582-37.5% | $10,323-60.2% | $5,403-23.9% |