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 | $90,419 | $53,596+68.7% | $90,645-0.2% | $64,186+40.9% |
| Participation rate | 59.5% | 64.5%-5.0pp | 74.0%-14.5pp | 69.6%-10.0pp |
| Annual return | -3.76% | 4.41%-8.2pp | 1.88%-5.6pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,325 | $1,503-11.8% | $2,532-47.7% | $2,381-44.4% |
| Participant deferral / active EE | $2,366 | $2,459-3.8% | $3,425-30.9% | $3,470-31.8% |
| Admin fee / account holder | $43,315 | $3,868+1019.9% | $4,994+767.4% | $4,888+786.1% |