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 | $82,887 | $71,883+15.3% | $86,677-4.4% | $68,494+21.0% |
| Participation rate | 64.3% | 72.2%-8.0pp | 76.6%-12.3pp | 67.9%-3.6pp |
| Annual return | -13.41% | 3.52%-16.9pp | 35.91%-49.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,204 | $2,173-44.6% | $2,836-57.6% | $2,596-53.6% |
| Participant deferral / active EE | $3,013 | $3,779-20.3% | $4,656-35.3% | $4,027-25.2% |
| Admin fee / account holder | $2,277 | $6,112-62.7% | $7,493-69.6% | $5,403-57.9% |