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 | $128,305 | $73,867+73.7% | $143,757-10.7% | $68,494+87.3% |
| Participation rate | 46.0% | 66.7%-20.6pp | 80.3%-34.3pp | 67.9%-21.9pp |
| Annual return | -17.66% | 1.01%-18.7pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,832 | $3,184-42.5% | $4,951-63.0% | $2,596-29.5% |
| Participant deferral / active EE | $4,613 | $3,384+36.3% | $5,637-18.2% | $4,027+14.6% |
| Admin fee / account holder | $3,589 | $5,755-37.6% | $14,673-75.5% | $5,403-33.6% |