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 | $91,348 | $46,674+95.7% | $117,472-22.2% | $68,494+33.4% |
| Participation rate | 34.8% | 56.8%-22.0pp | 70.6%-35.8pp | 67.9%-33.1pp |
| Annual return | -16.19% | -14.52%-1.7pp | 29.74%-45.9pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,034 | $1,505+101.6% | $4,176-27.4% | $2,596+16.8% |
| Participant deferral / active EE | $4,385 | $2,636+66.4% | $4,070+7.7% | $4,027+8.9% |
| Admin fee / account holder | $325 | $4,020-91.9% | $5,645-94.2% | $5,403-94.0% |