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 | $128,138 | $62,586+104.7% | $76,768+66.9% | $64,186+99.6% |
| Participation rate | 45.2% | 72.8%-27.7pp | 77.0%-31.8pp | 69.6%-24.4pp |
| Annual return | -5.66% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $538 | $1,832-70.6% | $2,485-78.3% | $2,381-77.4% |
| Participant deferral / active EE | $3,800 | $3,145+20.8% | $3,852-1.3% | $3,470+9.5% |
| Admin fee / account holder | $23,697 | $4,667+407.8% | $6,675+255.0% | $4,888+384.8% |