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 | $97,284 | $59,805+62.7% | $79,550+22.3% | $68,494+42.0% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -15.72% | -12.30%-3.4pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,934 | $1,505+28.5% | $2,413-19.9% | $2,596-25.5% |
| Participant deferral / active EE | $3,111 | $3,024+2.9% | $3,985-21.9% | $4,027-22.7% |
| Admin fee / account holder | $2,770 | $4,835-42.7% | $6,832-59.5% | $5,403-48.7% |