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 | $118,585 | $64,707+83.3% | $112,228+5.7% | $68,494+73.1% |
| Participation rate | 44.4% | 67.2%-22.7pp | 75.1%-30.6pp | 67.9%-23.4pp |
| Annual return | -17.84% | -11.40%-6.4pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,717 | $2,746-37.5% | $3,635-52.8% | $2,596-33.9% |
| Participant deferral / active EE | $2,761 | $3,565-22.6% | $4,728-41.6% | $4,027-31.4% |
| Admin fee / account holder | $4,185 | $5,232-20.0% | $6,410-34.7% | $5,403-22.5% |