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 | $93,298 | $81,900+13.9% | $119,609-22.0% | $68,494+36.2% |
| Participation rate | 69.3% | 71.9%-2.6pp | 79.3%-9.9pp | 67.9%+1.4pp |
| Annual return | -10.08% | -23.82%+13.7pp | -14.97%+4.9pp | -7.84%-2.2pp |
| Employer contribution / active EE | $1,831 | $2,693-32.0% | $4,232-56.7% | $2,596-29.5% |
| Participant deferral / active EE | $3,574 | $4,148-13.8% | $5,602-36.2% | $4,027-11.3% |
| Admin fee / account holder | $4,433 | $6,582-32.6% | $10,323-57.1% | $5,403-17.9% |