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 | $78,291 | $64,707+21.0% | $112,228-30.2% | $68,494+14.3% |
| Participation rate | 67.7% | 67.2%+0.6pp | 75.1%-7.3pp | 67.9%-0.1pp |
| Annual return | -9.39% | -11.40%+2.0pp | 27.45%-36.8pp | -7.84%-1.5pp |
| Employer contribution / active EE | $3,048 | $2,746+11.0% | $3,635-16.1% | $2,596+17.4% |
| Participant deferral / active EE | $7,575 | $3,565+112.5% | $4,728+60.2% | $4,027+88.1% |
| Admin fee / account holder | $1,890 | $5,232-63.9% | $6,410-70.5% | $5,403-65.0% |