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 | $112,109 | $64,707+73.3% | $112,228-0.1% | $68,494+63.7% |
| Participation rate | 64.6% | 67.2%-2.6pp | 75.1%-10.5pp | 67.9%-3.3pp |
| Annual return | -15.52% | -11.40%-4.1pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,133 | $2,746-22.3% | $3,635-41.3% | $2,596-17.9% |
| Participant deferral / active EE | $3,763 | $3,565+5.6% | $4,728-20.4% | $4,027-6.6% |
| Admin fee / account holder | $4,855 | $5,232-7.2% | $6,410-24.3% | $5,403-10.1% |