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 | $95,702 | $53,162+80.0% | $91,220+4.9% | $68,494+39.7% |
| Participation rate | 62.5% | 63.2%-0.7pp | 73.2%-10.7pp | 67.9%-5.4pp |
| Annual return | -16.83% | -3.14%-13.7pp | 114.01%-130.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,125 | $1,709-34.2% | $2,850-60.5% | $2,596-56.7% |
| Participant deferral / active EE | $2,828 | $2,974-4.9% | $4,234-33.2% | $4,027-29.8% |
| Admin fee / account holder | $7,027 | $4,493+56.4% | $5,420+29.7% | $5,403+30.1% |