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 | $121,466 | $71,883+69.0% | $86,677+40.1% | $68,494+77.3% |
| Participation rate | 57.5% | 72.2%-14.7pp | 76.6%-19.1pp | 67.9%-10.4pp |
| Annual return | -6.54% | 3.52%-10.1pp | 35.91%-42.5pp | -7.84%+1.3pp |
| Employer contribution / active EE | $3,199 | $2,173+47.2% | $2,836+12.8% | $2,596+23.2% |
| Participant deferral / active EE | $5,631 | $3,779+49.0% | $4,656+20.9% | $4,027+39.8% |
| Admin fee / account holder | $3,588 | $6,112-41.3% | $7,493-52.1% | $5,403-33.6% |