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 | $92,511 | $64,707+43.0% | $112,228-17.6% | $68,494+35.1% |
| Participation rate | 55.9% | 67.2%-11.2pp | 75.1%-19.1pp | 67.9%-12.0pp |
| Annual return | -14.26% | -11.40%-2.9pp | 27.45%-41.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,226 | $2,746-18.9% | $3,635-38.8% | $2,596-14.3% |
| Participant deferral / active EE | $3,835 | $3,565+7.6% | $4,728-18.9% | $4,027-4.8% |
| Admin fee / account holder | $1,664 | $5,232-68.2% | $6,410-74.0% | $5,403-69.2% |