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 | $130,418 | $73,867+76.6% | $143,757-9.3% | $68,494+90.4% |
| Participation rate | 44.9% | 66.7%-21.8pp | 80.3%-35.4pp | 67.9%-23.0pp |
| Annual return | -13.13% | 1.01%-14.1pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $2,102 | $3,184-34.0% | $4,951-57.6% | $2,596-19.1% |
| Participant deferral / active EE | $3,758 | $3,384+11.0% | $5,637-33.3% | $4,027-6.7% |
| Admin fee / account holder | $3,272 | $5,755-43.1% | $14,673-77.7% | $5,403-39.4% |