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 | $117,291 | $81,900+43.2% | $119,609-1.9% | $68,494+71.2% |
| Participation rate | 58.7% | 71.9%-13.2pp | 79.3%-20.6pp | 67.9%-9.2pp |
| Annual return | -8.17% | -23.82%+15.6pp | -14.97%+6.8pp | -7.84%-0.3pp |
| Employer contribution / active EE | $1,092 | $2,693-59.5% | $4,232-74.2% | $2,596-57.9% |
| Participant deferral / active EE | $2,167 | $4,148-47.8% | $5,602-61.3% | $4,027-46.2% |
| Admin fee / account holder | $8,897 | $6,582+35.2% | $10,323-13.8% | $5,403+64.7% |