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 | $118,041 | $64,707+82.4% | $112,228+5.2% | $68,494+72.3% |
| Participation rate | 60.2% | 67.2%-6.9pp | 75.1%-14.8pp | 67.9%-7.7pp |
| Annual return | -19.02% | -11.40%-7.6pp | 27.45%-46.5pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,475 | $2,746+26.6% | $3,635-4.4% | $2,596+33.9% |
| Participant deferral / active EE | $5,460 | $3,565+53.2% | $4,728+15.5% | $4,027+35.6% |
| Admin fee / account holder | $2,972 | $5,232-43.2% | $6,410-53.6% | $5,403-45.0% |