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 | $97,113 | $71,883+35.1% | $86,677+12.0% | $68,494+41.8% |
| Participation rate | 62.2% | 72.2%-10.1pp | 76.6%-14.4pp | 67.9%-5.7pp |
| Annual return | -14.79% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $784 | $2,173-63.9% | $2,836-72.4% | $2,596-69.8% |
| Participant deferral / active EE | $4,187 | $3,779+10.8% | $4,656-10.1% | $4,027+4.0% |
| Admin fee / account holder | $4,912 | $6,112-19.6% | $7,493-34.4% | $5,403-9.1% |