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 | $111,177 | $59,805+85.9% | $79,550+39.8% | $68,494+62.3% |
| Participation rate | 48.2% | 61.1%-12.8pp | 69.5%-21.3pp | 67.9%-19.7pp |
| Annual return | -16.44% | -12.30%-4.1pp | 0.16%-16.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,048 | $1,505-30.4% | $2,413-56.6% | $2,596-59.6% |
| Participant deferral / active EE | $4,319 | $3,024+42.8% | $3,985+8.4% | $4,027+7.2% |
| Admin fee / account holder | $5,720 | $4,835+18.3% | $6,832-16.3% | $5,403+5.9% |