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 | $99,330 | $64,707+53.5% | $112,228-11.5% | $68,494+45.0% |
| Participation rate | 44.6% | 67.2%-22.5pp | 75.1%-30.4pp | 67.9%-23.2pp |
| Annual return | -19.20% | -11.40%-7.8pp | 27.45%-46.6pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,560 | $2,746-43.2% | $3,635-57.1% | $2,596-39.9% |
| Participant deferral / active EE | $2,734 | $3,565-23.3% | $4,728-42.2% | $4,027-32.1% |
| Admin fee / account holder | $1,132 | $5,232-78.4% | $6,410-82.3% | $5,403-79.0% |