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 | $96,280 | $73,867+30.3% | $143,757-33.0% | $68,494+40.6% |
| Participation rate | 56.1% | 66.7%-10.6pp | 80.3%-24.2pp | 67.9%-11.8pp |
| Annual return | -17.48% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,473 | $3,184+9.1% | $4,951-29.8% | $2,596+33.8% |
| Participant deferral / active EE | $4,945 | $3,384+46.1% | $5,637-12.3% | $4,027+22.8% |
| Admin fee / account holder | $2,772 | $5,755-51.8% | $14,673-81.1% | $5,403-48.7% |