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 | $132,351 | $81,900+61.6% | $119,609+10.7% | $68,494+93.2% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -15.95% | -23.82%+7.9pp | -14.97%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,245 | $2,693-16.7% | $4,232-47.0% | $2,596-13.5% |
| Participant deferral / active EE | $6,073 | $4,148+46.4% | $5,602+8.4% | $4,027+50.8% |
| Admin fee / account holder | $9,647 | $6,582+46.6% | $10,323-6.5% | $5,403+78.6% |