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 | $125,386 | $42,894+192.3% | $60,874+106.0% | $68,494+83.1% |
| Participation rate | 69.7% | 66.8%+2.9pp | 73.1%-3.4pp | 67.9%+1.8pp |
| Annual return | -13.24% | -13.98%+0.7pp | 16.90%-30.1pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,257 | $1,978+14.1% | $2,701-16.4% | $2,596-13.1% |
| Participant deferral / active EE | $4,885 | $2,867+70.4% | $3,817+28.0% | $4,027+21.3% |
| Admin fee / account holder | $8,400 | $3,101+170.9% | $3,224+160.5% | $5,403+55.5% |