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 | $103,469 | $48,265+114.4% | $68,791+50.4% | $68,494+51.1% |
| Participation rate | 55.1% | 60.7%-5.6pp | 69.0%-14.0pp | 67.9%-12.8pp |
| Annual return | -15.71% | -12.71%-3.0pp | -6.38%-9.3pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,899 | $1,829+58.5% | $2,655+9.2% | $2,596+11.6% |
| Participant deferral / active EE | $2,166 | $2,867-24.4% | $3,941-45.0% | $4,027-46.2% |
| Admin fee / account holder | $9,297 | $4,355+113.5% | $4,932+88.5% | $5,403+72.1% |