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 | $112,081 | $71,883+55.9% | $86,677+29.3% | $68,494+63.6% |
| Participation rate | 65.5% | 72.2%-6.7pp | 76.6%-11.1pp | 67.9%-2.4pp |
| Annual return | -14.21% | 3.52%-17.7pp | 35.91%-50.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,553 | $2,173+17.5% | $2,836-10.0% | $2,596-1.6% |
| Participant deferral / active EE | $5,434 | $3,779+43.8% | $4,656+16.7% | $4,027+34.9% |
| Admin fee / account holder | $6,634 | $6,112+8.5% | $7,493-11.5% | $5,403+22.8% |