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 | $111,637 | $59,805+86.7% | $79,550+40.3% | $68,494+63.0% |
| Participation rate | 55.6% | 61.1%-5.5pp | 69.5%-13.9pp | 67.9%-12.3pp |
| Annual return | -14.20% | -12.30%-1.9pp | 0.16%-14.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,284 | $1,505-14.7% | $2,413-46.8% | $2,596-50.5% |
| Participant deferral / active EE | $3,821 | $3,024+26.3% | $3,985-4.1% | $4,027-5.1% |
| Admin fee / account holder | $7,794 | $4,835+61.2% | $6,832+14.1% | $5,403+44.3% |