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 | $131,826 | $73,867+78.5% | $143,757-8.3% | $68,494+92.5% |
| Participation rate | 64.0% | 66.7%-2.7pp | 80.3%-16.3pp | 67.9%-3.9pp |
| Annual return | -13.96% | 1.01%-15.0pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,998 | $3,184-37.2% | $4,951-59.6% | $2,596-23.0% |
| Participant deferral / active EE | $3,986 | $3,384+17.8% | $5,637-29.3% | $4,027-1.0% |
| Admin fee / account holder | $2,121 | $5,755-63.1% | $14,673-85.5% | $5,403-60.7% |