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 | $96,184 | $45,863+109.7% | $77,024+24.9% | $68,494+40.4% |
| Participation rate | 26.1% | 55.9%-29.8pp | 67.9%-41.8pp | 67.9%-41.8pp |
| Annual return | -17.64% | 1.72%-19.4pp | 42.32%-60.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,049 | $1,650-36.4% | $2,812-62.7% | $2,596-59.6% |
| Participant deferral / active EE | $1,735 | $2,962-41.4% | $4,426-60.8% | $4,027-56.9% |
| Admin fee / account holder | $4,975 | $3,041+63.6% | $5,425-8.3% | $5,403-7.9% |