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 | $105,299 | $73,004+44.2% | $90,749+16.0% | $68,494+53.7% |
| Participation rate | 66.2% | 70.8%-4.7pp | 75.7%-9.5pp | 67.9%-1.7pp |
| Annual return | -16.40% | -13.81%-2.6pp | -12.16%-4.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,379 | $2,193+8.5% | $2,921-18.6% | $2,596-8.4% |
| Participant deferral / active EE | $4,252 | $3,627+17.2% | $4,564-6.8% | $4,027+5.6% |
| Admin fee / account holder | $16,563 | $5,896+180.9% | $8,445+96.1% | $5,403+206.6% |