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 | $97,820 | $71,883+36.1% | $86,677+12.9% | $68,494+42.8% |
| Participation rate | 65.8% | 72.2%-6.4pp | 76.6%-10.8pp | 67.9%-2.1pp |
| Annual return | -13.80% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,373 | $2,173+9.2% | $2,836-16.3% | $2,596-8.6% |
| Participant deferral / active EE | $4,336 | $3,779+14.8% | $4,656-6.9% | $4,027+7.7% |
| Admin fee / account holder | $8,269 | $6,112+35.3% | $7,493+10.4% | $5,403+53.1% |