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 | $94,789 | $56,357+68.2% | $104,294-9.1% | $68,494+38.4% |
| Participation rate | 68.9% | 63.3%+5.6pp | 73.3%-4.4pp | 67.9%+1.0pp |
| Annual return | -15.27% | -9.19%-6.1pp | 24.61%-39.9pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,440 | $1,960-26.6% | $3,372-57.3% | $2,596-44.6% |
| Participant deferral / active EE | $3,895 | $3,077+26.6% | $4,625-15.8% | $4,027-3.3% |
| Admin fee / account holder | $22,311 | $4,903+355.1% | $7,339+204.0% | $5,403+313.0% |