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 | $96,101 | $107,791-10.8% | $90,645+6.0% | $135,375-29.0% |
| Participation rate | 56.5% | 78.0%-21.5pp | 74.0%-17.5pp | 82.6%-26.1pp |
| Annual return | -1.83% | -0.90%-0.9pp | 1.88%-3.7pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,131 | $3,018-29.4% | $2,532-15.8% | $4,779-55.4% |
| Participant deferral / active EE | $3,362 | $3,872-13.2% | $3,425-1.8% | $5,609-40.1% |
| Admin fee / account holder | $1,069 | $5,930-82.0% | $4,994-78.6% | $10,827-90.1% |