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 | $106,445 | $42,383+151.2% | $76,523+39.1% | $64,186+65.8% |
| Participation rate | 37.9% | 58.1%-20.2pp | 68.0%-30.1pp | 69.6%-31.6pp |
| Annual return | -6.57% | -16.54%+10.0pp | -0.27%-6.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $427 | $1,563-72.7% | $2,647-83.9% | $2,381-82.1% |
| Participant deferral / active EE | $1,708 | $2,566-33.5% | $3,835-55.5% | $3,470-50.8% |
| Admin fee / account holder | $4,414 | $3,198+38.0% | $4,848-9.0% | $4,888-9.7% |