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 | $106,860 | $59,805+78.7% | $79,550+34.3% | $68,494+56.0% |
| Participation rate | 65.5% | 61.1%+4.5pp | 69.5%-4.0pp | 67.9%-2.4pp |
| Annual return | -16.12% | -12.30%-3.8pp | 0.16%-16.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,096 | $1,505-27.2% | $2,413-54.6% | $2,596-57.8% |
| Participant deferral / active EE | $3,254 | $3,024+7.6% | $3,985-18.4% | $4,027-19.2% |
| Admin fee / account holder | $7,686 | $4,835+59.0% | $6,832+12.5% | $5,403+42.3% |