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 | $95,296 | $81,900+16.4% | $119,609-20.3% | $68,494+39.1% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -4.77% | -23.82%+19.0pp | -14.97%+10.2pp | -7.84%+3.1pp |
| Employer contribution / active EE | $1,704 | $2,693-36.7% | $4,232-59.7% | $2,596-34.4% |
| Participant deferral / active EE | $3,419 | $4,148-17.6% | $5,602-39.0% | $4,027-15.1% |
| Admin fee / account holder | $1,050 | $6,582-84.0% | $10,323-89.8% | $5,403-80.6% |