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 | $98,572 | $64,707+52.3% | $112,228-12.2% | $68,494+43.9% |
| Participation rate | 42.5% | 67.2%-24.7pp | 75.1%-32.6pp | 67.9%-25.4pp |
| Annual return | -17.10% | -11.40%-5.7pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,574 | $2,746-42.7% | $3,635-56.7% | $2,596-39.4% |
| Participant deferral / active EE | $2,827 | $3,565-20.7% | $4,728-40.2% | $4,027-29.8% |
| Admin fee / account holder | $7,929 | $5,232+51.5% | $6,410+23.7% | $5,403+46.8% |