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 | $98,522 | $64,707+52.3% | $112,228-12.2% | $68,494+43.8% |
| Participation rate | 18.8% | 67.2%-48.4pp | 75.1%-56.3pp | 67.9%-49.1pp |
| Annual return | -13.25% | -11.40%-1.8pp | 27.45%-40.7pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,012 | $2,746-63.1% | $3,635-72.1% | $2,596-61.0% |
| Participant deferral / active EE | $1,833 | $3,565-48.6% | $4,728-61.2% | $4,027-54.5% |
| Admin fee / account holder | $2,389 | $5,232-54.3% | $6,410-62.7% | $5,403-55.8% |