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 | $115,429 | $73,004+58.1% | $90,749+27.2% | $68,494+68.5% |
| Participation rate | 62.7% | 70.8%-8.1pp | 75.7%-13.0pp | 67.9%-5.2pp |
| Annual return | -18.16% | -13.81%-4.3pp | -12.16%-6.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,719 | $2,193-21.6% | $2,921-41.1% | $2,596-33.8% |
| Participant deferral / active EE | $4,865 | $3,627+34.2% | $4,564+6.6% | $4,027+20.8% |
| Admin fee / account holder | $6,992 | $5,896+18.6% | $8,445-17.2% | $5,403+29.4% |