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 | $113,291 | $45,863+147.0% | $77,024+47.1% | $68,494+65.4% |
| Participation rate | 57.7% | 55.9%+1.8pp | 67.9%-10.2pp | 67.9%-10.2pp |
| Annual return | -14.81% | 1.72%-16.5pp | 42.32%-57.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $458 | $1,650-72.3% | $2,812-83.7% | $2,596-82.4% |
| Participant deferral / active EE | $2,505 | $2,962-15.4% | $4,426-43.4% | $4,027-37.8% |
| Admin fee / account holder | $3,080 | $3,041+1.3% | $5,425-43.2% | $5,403-43.0% |