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 | $91,206 | $81,900+11.4% | $119,609-23.7% | $68,494+33.2% |
| Participation rate | 65.9% | 71.9%-6.0pp | 79.3%-13.4pp | 67.9%-2.0pp |
| Annual return | -16.67% | -23.82%+7.1pp | -14.97%-1.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,347 | $2,693-50.0% | $4,232-68.2% | $2,596-48.1% |
| Participant deferral / active EE | $3,064 | $4,148-26.1% | $5,602-45.3% | $4,027-23.9% |
| Admin fee / account holder | $1,816 | $6,582-72.4% | $10,323-82.4% | $5,403-66.4% |