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 | $93,112 | $59,805+55.7% | $79,550+17.0% | $68,494+35.9% |
| Participation rate | 63.0% | 61.1%+1.9pp | 69.5%-6.5pp | 67.9%-4.9pp |
| Annual return | -12.83% | -12.30%-0.5pp | 0.16%-13.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $904 | $1,505-39.9% | $2,413-62.5% | $2,596-65.2% |
| Participant deferral / active EE | $3,626 | $3,024+19.9% | $3,985-9.0% | $4,027-10.0% |
| Admin fee / account holder | $649 | $4,835-86.6% | $6,832-90.5% | $5,403-88.0% |