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 | $97,861 | $71,883+36.1% | $86,677+12.9% | $68,494+42.9% |
| Participation rate | 33.3% | 72.2%-38.9pp | 76.6%-43.2pp | 67.9%-34.6pp |
| Annual return | -18.07% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $804 | $2,173-63.0% | $2,836-71.7% | $2,596-69.0% |
| Participant deferral / active EE | $1,921 | $3,779-49.1% | $4,656-58.7% | $4,027-52.3% |
| Admin fee / account holder | $629 | $6,112-89.7% | $7,493-91.6% | $5,403-88.4% |