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 | $110,210 | $64,707+70.3% | $112,228-1.8% | $68,494+60.9% |
| Participation rate | 58.6% | 67.2%-8.5pp | 75.1%-16.4pp | 67.9%-9.3pp |
| Annual return | -4.90% | -11.40%+6.5pp | 27.45%-32.4pp | -7.84%+2.9pp |
| Employer contribution / active EE | $1,414 | $2,746-48.5% | $3,635-61.1% | $2,596-45.5% |
| Participant deferral / active EE | $5,257 | $3,565+47.5% | $4,728+11.2% | $4,027+30.5% |
| Admin fee / account holder | $10,721 | $5,232+104.9% | $6,410+67.3% | $5,403+98.4% |