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 | $96,950 | $73,004+32.8% | $90,749+6.8% | $68,494+41.5% |
| Participation rate | 69.4% | 70.8%-1.5pp | 75.7%-6.3pp | 67.9%+1.5pp |
| Annual return | -15.67% | -13.81%-1.9pp | -12.16%-3.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,674 | $2,193+67.5% | $2,921+25.8% | $2,596+41.5% |
| Participant deferral / active EE | $6,113 | $3,627+68.6% | $4,564+33.9% | $4,027+51.8% |
| Admin fee / account holder | $1,496 | $5,896-74.6% | $8,445-82.3% | $5,403-72.3% |