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 | $97,316 | $48,265+101.6% | $68,791+41.5% | $68,494+42.1% |
| Participation rate | 59.1% | 60.7%-1.6pp | 69.0%-9.9pp | 67.9%-8.8pp |
| Annual return | -18.23% | -12.71%-5.5pp | -6.38%-11.9pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,253 | $1,829+23.2% | $2,655-15.1% | $2,596-13.2% |
| Participant deferral / active EE | $4,828 | $2,867+68.4% | $3,941+22.5% | $4,027+19.9% |
| Admin fee / account holder | $6,509 | $4,355+49.4% | $4,932+32.0% | $5,403+20.5% |