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 | $104,072 | $49,280+111.2% | $67,313+54.6% | $64,186+62.1% |
| Participation rate | 55.8% | 60.8%-5.0pp | 69.1%-13.3pp | 69.6%-13.8pp |
| Annual return | -6.82% | -1.39%-5.4pp | -4.08%-2.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,127 | $1,668-32.5% | $2,566-56.1% | $2,381-52.7% |
| Participant deferral / active EE | $3,025 | $2,484+21.8% | $3,568-15.2% | $3,470-12.8% |
| Admin fee / account holder | $3,428 | $3,863-11.2% | $4,507-23.9% | $4,888-29.9% |