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 | $108,711 | $53,162+104.5% | $91,220+19.2% | $68,494+58.7% |
| Participation rate | 67.9% | 63.2%+4.6pp | 73.2%-5.3pp | 67.9%0pp |
| Annual return | -11.59% | -3.14%-8.5pp | 114.01%-125.6pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,246 | $1,709-27.1% | $2,850-56.3% | $2,596-52.0% |
| Participant deferral / active EE | $3,446 | $2,974+15.9% | $4,234-18.6% | $4,027-14.4% |
| Admin fee / account holder | $16,357 | $4,493+264.0% | $5,420+201.8% | $5,403+202.7% |