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 | $116,272 | $62,586+85.8% | $76,768+51.5% | $64,186+81.1% |
| Participation rate | 68.9% | 72.8%-3.9pp | 77.0%-8.1pp | 69.6%-0.7pp |
| Annual return | -7.28% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,097 | $1,832+14.5% | $2,485-15.6% | $2,381-11.9% |
| Participant deferral / active EE | $4,999 | $3,145+59.0% | $3,852+29.8% | $3,470+44.1% |
| Admin fee / account holder | $1,418 | $4,667-69.6% | $6,675-78.8% | $4,888-71.0% |