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 | $110,423 | $45,863+140.8% | $77,024+43.4% | $68,494+61.2% |
| Participation rate | 59.3% | 55.9%+3.3pp | 67.9%-8.6pp | 67.9%-8.6pp |
| Annual return | -15.53% | 1.72%-17.3pp | 42.32%-57.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $943 | $1,650-42.9% | $2,812-66.5% | $2,596-63.7% |
| Participant deferral / active EE | $1,906 | $2,962-35.7% | $4,426-56.9% | $4,027-52.7% |
| Admin fee / account holder | $21,722 | $3,041+614.4% | $5,425+300.4% | $5,403+302.1% |