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 | $86,981 | $64,707+34.4% | $112,228-22.5% | $68,494+27.0% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | 3.50% | -11.40%+14.9pp | 27.45%-23.9pp | -7.84%+11.3pp |
| Employer contribution / active EE | $2,000 | $2,746-27.2% | $3,635-45.0% | $2,596-23.0% |
| Participant deferral / active EE | $2,567 | $3,565-28.0% | $4,728-45.7% | $4,027-36.3% |
| Admin fee / account holder | $12,077 | $5,232+130.8% | $6,410+88.4% | $5,403+123.5% |