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 | $113,340 | $50,958+122.4% | $74,550+52.0% | $64,186+76.6% |
| Participation rate | 58.0% | 61.1%-3.1pp | 69.1%-11.1pp | 69.6%-11.6pp |
| Annual return | -4.96% | -1.86%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,302 | $1,115+16.7% | $1,961-33.6% | $2,381-45.3% |
| Participant deferral / active EE | $2,741 | $2,301+19.1% | $3,108-11.8% | $3,470-21.0% |
| Admin fee / account holder | $1,373 | $4,223-67.5% | $5,060-72.9% | $4,888-71.9% |