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 | $92,116 | $64,707+42.4% | $112,228-17.9% | $68,494+34.5% |
| Participation rate | 44.1% | 67.2%-23.0pp | 75.1%-30.9pp | 67.9%-23.8pp |
| Annual return | -5.86% | -11.40%+5.5pp | 27.45%-33.3pp | -7.84%+2.0pp |
| Employer contribution / active EE | $874 | $2,746-68.2% | $3,635-76.0% | $2,596-66.3% |
| Participant deferral / active EE | $3,139 | $3,565-11.9% | $4,728-33.6% | $4,027-22.1% |
| Admin fee / account holder | $3,894 | $5,232-25.6% | $6,410-39.2% | $5,403-27.9% |