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 | $83,916 | $82,286+2.0% | $68,791+22.0% | $134,475-37.6% |
| Participation rate | 53.8% | 75.1%-21.2pp | 69.0%-15.2pp | 81.2%-27.4pp |
| Annual return | -16.78% | -2.19%-14.6pp | -6.38%-10.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,593 | $3,301-21.4% | $2,655-2.3% | $4,740-45.3% |
| Participant deferral / active EE | $7,230 | $4,739+52.6% | $3,941+83.4% | $6,400+13.0% |
| Admin fee / account holder | $8,624 | $6,481+33.1% | $4,932+74.9% | $11,426-24.5% |