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 | $117,676 | $45,863+156.6% | $77,024+52.8% | $68,494+71.8% |
| Participation rate | 48.8% | 55.9%-7.1pp | 67.9%-19.1pp | 67.9%-19.1pp |
| Annual return | -19.53% | 1.72%-21.2pp | 42.32%-61.8pp | -7.84%-11.7pp |
| Employer contribution / active EE | $3,753 | $1,650+127.5% | $2,812+33.5% | $2,596+44.6% |
| Participant deferral / active EE | $3,912 | $2,962+32.1% | $4,426-11.6% | $4,027-2.8% |
| Admin fee / account holder | $6,000 | $3,041+97.3% | $5,425+10.6% | $5,403+11.0% |