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 | $92,414 | $48,265+91.5% | $68,791+34.3% | $68,494+34.9% |
| Participation rate | 66.0% | 60.7%+5.4pp | 69.0%-3.0pp | 67.9%-1.9pp |
| Annual return | -17.19% | -12.71%-4.5pp | -6.38%-10.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,270 | $1,829+78.8% | $2,655+23.1% | $2,596+25.9% |
| Participant deferral / active EE | $4,014 | $2,867+40.0% | $3,941+1.8% | $4,027-0.3% |
| Admin fee / account holder | $29,881 | $4,355+586.1% | $4,932+505.9% | $5,403+453.1% |