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 | $135,985 | $64,707+110.2% | $112,228+21.2% | $68,494+98.5% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -12.85% | -11.40%-1.4pp | 27.45%-40.3pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,789 | $2,746-34.9% | $3,635-50.8% | $2,596-31.1% |
| Participant deferral / active EE | $3,020 | $3,565-15.3% | $4,728-36.1% | $4,027-25.0% |
| Admin fee / account holder | $3,059 | $5,232-41.5% | $6,410-52.3% | $5,403-43.4% |