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 | $105,411 | $73,004+44.4% | $90,749+16.2% | $68,494+53.9% |
| Participation rate | 34.9% | 70.8%-35.9pp | 75.7%-40.8pp | 67.9%-33.0pp |
| Annual return | -16.90% | -13.81%-3.1pp | -12.16%-4.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,235 | $2,193-43.7% | $2,921-57.7% | $2,596-52.4% |
| Participant deferral / active EE | $3,628 | $3,6270% | $4,564-20.5% | $4,027-9.9% |
| Admin fee / account holder | $8,252 | $5,896+40.0% | $8,445-2.3% | $5,403+52.7% |