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 | $94,592 | $81,900+15.5% | $119,609-20.9% | $68,494+38.1% |
| Participation rate | 41.0% | 71.9%-30.9pp | 79.3%-38.2pp | 67.9%-26.9pp |
| Annual return | -15.27% | -23.82%+8.5pp | -14.97%-0.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,942 | $2,693-27.9% | $4,232-54.1% | $2,596-25.2% |
| Participant deferral / active EE | $6,132 | $4,148+47.8% | $5,602+9.5% | $4,027+52.3% |
| Admin fee / account holder | $11,247 | $6,582+70.9% | $10,323+8.9% | $5,403+108.2% |