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 | $94,397 | $71,883+31.3% | $86,677+8.9% | $68,494+37.8% |
| Participation rate | 63.8% | 72.2%-8.4pp | 76.6%-12.8pp | 67.9%-4.1pp |
| Annual return | -11.01% | 3.52%-14.5pp | 35.91%-46.9pp | -7.84%-3.2pp |
| Employer contribution / active EE | $2,311 | $2,173+6.4% | $2,836-18.5% | $2,596-11.0% |
| Participant deferral / active EE | $5,088 | $3,779+34.6% | $4,656+9.3% | $4,027+26.3% |
| Admin fee / account holder | $2,846 | $6,112-53.4% | $7,493-62.0% | $5,403-47.3% |