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 | $136,947 | $50,464+171.4% | $75,781+80.7% | $52,331+161.7% |
| Participation rate | 62.9% | 66.8%-3.9pp | 75.8%-13.0pp | 68.1%-5.2pp |
| Annual return | -1.27% | 1.03%-2.3pp | 9.68%-10.9pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,560 | $1,988-21.5% | $3,323-53.1% | $1,882-17.1% |
| Participant deferral / active EE | $3,517 | $2,570+36.8% | $3,651-3.7% | $3,022+16.4% |
| Admin fee / account holder | $11,230 | $1,103+918.3% | $5,299+111.9% | $592+1798.3% |