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 | $90,688 | $73,867+22.8% | $143,757-36.9% | $68,494+32.4% |
| Participation rate | 63.0% | 66.7%-3.7pp | 80.3%-17.3pp | 67.9%-4.9pp |
| Annual return | -12.81% | 1.01%-13.8pp | -0.04%-12.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,280 | $3,184-28.4% | $4,951-53.9% | $2,596-12.2% |
| Participant deferral / active EE | $4,803 | $3,384+41.9% | $5,637-14.8% | $4,027+19.3% |
| Admin fee / account holder | $14,446 | $5,755+151.0% | $14,673-1.5% | $5,403+167.4% |