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 | $111,662 | $73,004+53.0% | $90,749+23.0% | $68,494+63.0% |
| Participation rate | 34.6% | 70.8%-36.2pp | 75.7%-41.1pp | 67.9%-33.3pp |
| Annual return | -13.48% | -13.81%+0.3pp | -12.16%-1.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,014 | $2,193-53.8% | $2,921-65.3% | $2,596-60.9% |
| Participant deferral / active EE | $2,242 | $3,627-38.2% | $4,564-50.9% | $4,027-44.3% |
| Admin fee / account holder | $2,753 | $5,896-53.3% | $8,445-67.4% | $5,403-49.0% |