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 | $122,096 | $42,383+188.1% | $76,523+59.6% | $64,186+90.2% |
| Participation rate | 55.6% | 58.1%-2.6pp | 68.0%-12.4pp | 69.6%-14.0pp |
| Annual return | -4.81% | -16.54%+11.7pp | -0.27%-4.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,837 | $1,563+17.5% | $2,647-30.6% | $2,381-22.8% |
| Participant deferral / active EE | $3,438 | $2,566+34.0% | $3,835-10.4% | $3,470-0.9% |
| Admin fee / account holder | $504 | $3,198-84.2% | $4,848-89.6% | $4,888-89.7% |