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 | $82,813 | $59,805+38.5% | $79,550+4.1% | $68,494+20.9% |
| Participation rate | 62.3% | 61.1%+1.3pp | 69.5%-7.2pp | 67.9%-5.6pp |
| Annual return | -15.30% | -12.30%-3.0pp | 0.16%-15.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,908 | $1,505+93.2% | $2,413+20.5% | $2,596+12.0% |
| Participant deferral / active EE | $5,335 | $3,024+76.4% | $3,985+33.9% | $4,027+32.5% |
| Admin fee / account holder | $7,883 | $4,835+63.1% | $6,832+15.4% | $5,403+45.9% |