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 7-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 | $96,393 | $71,883+34.1% | $86,677+11.2% | $68,494+40.7% |
| Participation rate | 65.4% | 72.2%-6.9pp | 76.6%-11.2pp | 67.9%-2.5pp |
| Annual return | -17.27% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $850 | $2,173-60.9% | $2,836-70.0% | $2,596-67.3% |
| Participant deferral / active EE | $3,446 | $3,779-8.8% | $4,656-26.0% | $4,027-14.4% |
| Admin fee / account holder | $5,466 | $6,112-10.6% | $7,493-27.1% | $5,403+1.2% |