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 | $128,706 | $59,805+115.2% | $79,550+61.8% | $68,494+87.9% |
| Participation rate | 48.1% | 61.1%-13.0pp | 69.5%-21.4pp | 67.9%-19.8pp |
| Annual return | -14.99% | -12.30%-2.7pp | 0.16%-15.2pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,841 | $1,505+22.3% | $2,413-23.7% | $2,596-29.1% |
| Participant deferral / active EE | $3,803 | $3,024+25.8% | $3,985-4.6% | $4,027-5.6% |
| Admin fee / account holder | $7,327 | $4,835+51.6% | $6,832+7.2% | $5,403+35.6% |