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 | $97,901 | $92,222+6.2% | $76,768+27.5% | $135,375-27.7% |
| Participation rate | 55.6% | 79.8%-24.2pp | 77.0%-21.4pp | 82.6%-27.1pp |
| Annual return | -3.80% | 5.46%-9.3pp | 2.43%-6.2pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,517 | $3,216-21.7% | $2,485+1.3% | $4,779-47.3% |
| Participant deferral / active EE | $4,635 | $4,509+2.8% | $3,852+20.3% | $5,609-17.4% |
| Admin fee / account holder | $1,193 | $10,748-88.9% | $6,675-82.1% | $10,827-89.0% |