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 | $92,189 | $73,004+26.3% | $90,749+1.6% | $68,494+34.6% |
| Participation rate | 65.3% | 70.8%-5.6pp | 75.7%-10.4pp | 67.9%-2.6pp |
| Annual return | -17.35% | -13.81%-3.5pp | -12.16%-5.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,720 | $2,193-21.6% | $2,921-41.1% | $2,596-33.7% |
| Participant deferral / active EE | $3,978 | $3,627+9.7% | $4,564-12.8% | $4,027-1.2% |
| Admin fee / account holder | $12,115 | $5,896+105.5% | $8,445+43.5% | $5,403+124.2% |