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 | $101,709 | $42,383+140.0% | $76,523+32.9% | $64,186+58.5% |
| Participation rate | 52.1% | 58.1%-6.1pp | 68.0%-15.9pp | 69.6%-17.5pp |
| Annual return | -1.59% | -16.54%+14.9pp | -0.27%-1.3pp | 7.63%-9.2pp |
| Employer contribution / active EE | $404 | $1,563-74.1% | $2,647-84.7% | $2,381-83.0% |
| Participant deferral / active EE | $4,215 | $2,566+64.2% | $3,835+9.9% | $3,470+21.5% |
| Admin fee / account holder | $2,498 | $3,198-21.9% | $4,848-48.5% | $4,888-48.9% |