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 | $97,117 | $50,958+90.6% | $74,550+30.3% | $64,186+51.3% |
| Participation rate | 57.1% | 61.1%-3.9pp | 69.1%-12.0pp | 69.6%-12.4pp |
| Annual return | -2.79% | -1.86%-0.9pp | 32.53%-35.3pp | 7.63%-10.4pp |
| Employer contribution / active EE | $476 | $1,115-57.3% | $1,961-75.7% | $2,381-80.0% |
| Participant deferral / active EE | $3,258 | $2,301+41.6% | $3,108+4.8% | $3,470-6.1% |
| Admin fee / account holder | $21,938 | $4,223+419.5% | $5,060+333.6% | $4,888+348.8% |