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 | $86,748 | $53,162+63.2% | $91,220-4.9% | $68,494+26.7% |
| Participation rate | 65.8% | 63.2%+2.6pp | 73.2%-7.4pp | 67.9%-2.1pp |
| Annual return | -18.67% | -3.14%-15.5pp | 114.01%-132.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,865 | $1,709+9.1% | $2,850-34.6% | $2,596-28.2% |
| Participant deferral / active EE | $4,091 | $2,974+37.6% | $4,234-3.4% | $4,027+1.6% |
| Admin fee / account holder | $11,022 | $4,493+145.3% | $5,420+103.4% | $5,403+104.0% |