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 | $106,669 | $71,883+48.4% | $86,677+23.1% | $68,494+55.7% |
| Participation rate | 60.6% | 72.2%-11.6pp | 76.6%-16.0pp | 67.9%-7.3pp |
| Annual return | -17.47% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,205 | $2,173-44.6% | $2,836-57.5% | $2,596-53.6% |
| Participant deferral / active EE | $3,613 | $3,779-4.4% | $4,656-22.4% | $4,027-10.3% |
| Admin fee / account holder | $47,536 | $6,112+677.8% | $7,493+534.4% | $5,403+779.8% |