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 | $107,158 | $50,958+110.3% | $74,550+43.7% | $64,186+67.0% |
| Participation rate | 55.8% | 61.1%-5.2pp | 69.1%-13.3pp | 69.6%-13.8pp |
| Annual return | -6.24% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,737 | $1,115+55.7% | $1,961-11.4% | $2,381-27.1% |
| Participant deferral / active EE | $2,270 | $2,301-1.4% | $3,108-27.0% | $3,470-34.6% |
| Admin fee / account holder | $1,045 | $4,223-75.3% | $5,060-79.3% | $4,888-78.6% |