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 | $117,688 | $64,707+81.9% | $112,228+4.9% | $68,494+71.8% |
| Participation rate | 51.2% | 67.2%-15.9pp | 75.1%-23.8pp | 67.9%-16.6pp |
| Annual return | -11.89% | -11.40%-0.5pp | 27.45%-39.3pp | -7.84%-4.0pp |
| Employer contribution / active EE | $2,060 | $2,746-25.0% | $3,635-43.3% | $2,596-20.6% |
| Participant deferral / active EE | $4,480 | $3,565+25.7% | $4,728-5.2% | $4,027+11.3% |
| Admin fee / account holder | $10,388 | $5,232+98.6% | $6,410+62.1% | $5,403+92.3% |