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 | $97,590 | $64,707+50.8% | $112,228-13.0% | $68,494+42.5% |
| Participation rate | 62.3% | 67.2%-4.8pp | 75.1%-12.7pp | 67.9%-5.6pp |
| Annual return | -14.62% | -11.40%-3.2pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,968 | $2,746+8.1% | $3,635-18.3% | $2,596+14.3% |
| Participant deferral / active EE | $6,259 | $3,565+75.6% | $4,728+32.4% | $4,027+55.4% |
| Admin fee / account holder | $1,124 | $5,232-78.5% | $6,410-82.5% | $5,403-79.2% |