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 | $118,735 | $48,265+146.0% | $68,791+72.6% | $68,494+73.3% |
| Participation rate | 63.0% | 60.7%+2.3pp | 69.0%-6.1pp | 67.9%-4.9pp |
| Annual return | -18.44% | -12.71%-5.7pp | -6.38%-12.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,729 | $1,829-5.4% | $2,655-34.9% | $2,596-33.4% |
| Participant deferral / active EE | $4,191 | $2,867+46.2% | $3,941+6.3% | $4,027+4.1% |
| Admin fee / account holder | $491 | $4,355-88.7% | $4,932-90.1% | $5,403-90.9% |