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 | $75,740 | $25,979+191.5% | $71,735+5.6% | $68,494+10.6% |
| Participation rate | 66.2% | 54.5%+11.7pp | 62.3%+3.9pp | 67.9%-1.7pp |
| Annual return | -16.00% | -15.10%-0.9pp | 9.14%-25.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,941 | $900+115.5% | $1,704+13.9% | $2,596-25.2% |
| Participant deferral / active EE | $3,792 | $1,522+149.1% | $2,658+42.7% | $4,027-5.8% |
| Admin fee / account holder | $7,472 | $2,022+269.6% | $3,974+88.0% | $5,403+38.3% |