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 | $129,072 | $59,805+115.8% | $79,550+62.3% | $68,494+88.4% |
| Participation rate | 59.6% | 61.1%-1.5pp | 69.5%-9.9pp | 67.9%-8.3pp |
| Annual return | -15.76% | -12.30%-3.5pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $522 | $1,505-65.3% | $2,413-78.4% | $2,596-79.9% |
| Participant deferral / active EE | $3,489 | $3,024+15.4% | $3,985-12.4% | $4,027-13.4% |
| Admin fee / account holder | $13,951 | $4,835+188.6% | $6,832+104.2% | $5,403+158.2% |