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 | $129,254 | $64,707+99.8% | $112,228+15.2% | $68,494+88.7% |
| Participation rate | 53.8% | 67.2%-13.3pp | 75.1%-21.2pp | 67.9%-14.0pp |
| Annual return | -19.02% | -11.40%-7.6pp | 27.45%-46.5pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,797 | $2,746-34.6% | $3,635-50.6% | $2,596-30.8% |
| Participant deferral / active EE | $3,694 | $3,565+3.6% | $4,728-21.9% | $4,027-8.3% |
| Admin fee / account holder | $4,624 | $5,232-11.6% | $6,410-27.9% | $5,403-14.4% |