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 | $135,553 | $81,900+65.5% | $119,609+13.3% | $68,494+97.9% |
| Participation rate | 46.3% | 71.9%-25.6pp | 79.3%-33.0pp | 67.9%-21.6pp |
| Annual return | -9.10% | -23.82%+14.7pp | -14.97%+5.9pp | -7.84%-1.3pp |
| Employer contribution / active EE | $2,962 | $2,693+10.0% | $4,232-30.0% | $2,596+14.1% |
| Participant deferral / active EE | $4,825 | $4,148+16.3% | $5,602-13.9% | $4,027+19.8% |
| Admin fee / account holder | $2,913 | $6,582-55.7% | $10,323-71.8% | $5,403-46.1% |