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 | $115,232 | $64,707+78.1% | $112,228+2.7% | $68,494+68.2% |
| Participation rate | 41.3% | 67.2%-25.8pp | 75.1%-33.8pp | 67.9%-26.6pp |
| Annual return | -15.39% | -11.40%-4.0pp | 27.45%-42.8pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,109 | $2,746-23.2% | $3,635-42.0% | $2,596-18.8% |
| Participant deferral / active EE | $2,865 | $3,565-19.6% | $4,728-39.4% | $4,027-28.9% |
| Admin fee / account holder | $1,287 | $5,232-75.4% | $6,410-79.9% | $5,403-76.2% |