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 | $86,396 | $42,894+101.4% | $60,874+41.9% | $68,494+26.1% |
| Participation rate | 50.0% | 66.8%-16.8pp | 73.1%-23.1pp | 67.9%-17.9pp |
| Annual return | -16.78% | -13.98%-2.8pp | 16.90%-33.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,227 | $1,978+12.6% | $2,701-17.6% | $2,596-14.2% |
| Participant deferral / active EE | $5,607 | $2,867+95.6% | $3,817+46.9% | $4,027+39.2% |
| Admin fee / account holder | $1,991 | $3,101-35.8% | $3,224-38.2% | $5,403-63.1% |