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 | $130,783 | $73,867+77.1% | $143,757-9.0% | $68,494+90.9% |
| Participation rate | 69.8% | 66.7%+3.2pp | 80.3%-10.5pp | 67.9%+2.0pp |
| Annual return | -13.78% | 1.01%-14.8pp | -0.04%-13.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,432 | $3,184-23.6% | $4,951-50.9% | $2,596-6.3% |
| Participant deferral / active EE | $3,968 | $3,384+17.3% | $5,637-29.6% | $4,027-1.5% |
| Admin fee / account holder | $4,353 | $5,755-24.4% | $14,673-70.3% | $5,403-19.4% |