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 | $82,545 | $53,162+55.3% | $91,220-9.5% | $68,494+20.5% |
| Participation rate | 57.1% | 63.2%-6.1pp | 73.2%-16.1pp | 67.9%-10.7pp |
| Annual return | -18.44% | -3.14%-15.3pp | 114.01%-132.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,104 | $1,709+23.1% | $2,850-26.2% | $2,596-19.0% |
| Participant deferral / active EE | $3,851 | $2,974+29.5% | $4,234-9.0% | $4,027-4.4% |
| Admin fee / account holder | $10,106 | $4,493+124.9% | $5,420+86.5% | $5,403+87.1% |