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 | $139,896 | $110,094+27.1% | $151,611-7.7% | $68,494+104.2% |
| Participation rate | 52.9% | 84.0%-31.0pp | 87.5%-34.6pp | 67.9%-14.9pp |
| Annual return | -8.49% | -10.12%+1.6pp | 3.33%-11.8pp | -7.84%-0.6pp |
| Employer contribution / active EE | $1,686 | $4,471-62.3% | $6,166-72.7% | $2,596-35.1% |
| Participant deferral / active EE | $4,893 | $6,527-25.0% | $8,363-41.5% | $4,027+21.5% |
| Admin fee / account holder | $1,406 | $7,719-81.8% | $11,616-87.9% | $5,403-74.0% |