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 | $84,582 | $58,083+45.6% | $80,019+5.7% | $56,287+50.3% |
| Participation rate | 66.1% | 73.6%-7.5pp | 75.8%-9.7pp | 69.9%-3.8pp |
| Annual return | -5.93% | 34.61%-40.5pp | 11.22%-17.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $662 | $1,932-65.7% | $2,468-73.2% | $2,111-68.6% |
| Participant deferral / active EE | $2,263 | $3,135-27.8% | $3,686-38.6% | $3,350-32.5% |
| Admin fee / account holder | $6,063 | $623+873.9% | $6,521-7.0% | $521+1063.8% |