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 | $99,341 | $56,357+76.3% | $104,294-4.7% | $68,494+45.0% |
| Participation rate | 52.8% | 63.3%-10.5pp | 73.3%-20.5pp | 67.9%-15.1pp |
| Annual return | -15.22% | -9.19%-6.0pp | 24.61%-39.8pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,017 | $1,960+2.9% | $3,372-40.2% | $2,596-22.3% |
| Participant deferral / active EE | $4,139 | $3,077+34.5% | $4,625-10.5% | $4,027+2.8% |
| Admin fee / account holder | $692 | $4,903-85.9% | $7,339-90.6% | $5,403-87.2% |