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 | $103,569 | $64,707+60.1% | $112,228-7.7% | $68,494+51.2% |
| Participation rate | 67.3% | 67.2%+0.1pp | 75.1%-7.8pp | 67.9%-0.6pp |
| Annual return | -19.17% | -11.40%-7.8pp | 27.45%-46.6pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,424 | $2,746+24.7% | $3,635-5.8% | $2,596+31.9% |
| Participant deferral / active EE | $9,133 | $3,565+156.2% | $4,728+93.2% | $4,027+126.8% |
| Admin fee / account holder | $1,110 | $5,232-78.8% | $6,410-82.7% | $5,403-79.5% |