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 | $142,105 | $71,883+97.7% | $86,677+63.9% | $68,494+107.5% |
| Participation rate | 59.3% | 72.2%-13.0pp | 76.6%-17.3pp | 67.9%-8.6pp |
| Annual return | -12.75% | 3.52%-16.3pp | 35.91%-48.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,612 | $2,173-25.8% | $2,836-43.2% | $2,596-37.9% |
| Participant deferral / active EE | $4,038 | $3,779+6.9% | $4,656-13.3% | $4,027+0.3% |
| Admin fee / account holder | $4,108 | $6,112-32.8% | $7,493-45.2% | $5,403-24.0% |