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 | $78,890 | $64,707+21.9% | $112,228-29.7% | $68,494+15.2% |
| Participation rate | 52.5% | 67.2%-14.6pp | 75.1%-22.5pp | 67.9%-15.3pp |
| Annual return | -18.31% | -11.40%-6.9pp | 27.45%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,578 | $2,746-42.5% | $3,635-56.6% | $2,596-39.2% |
| Participant deferral / active EE | $3,624 | $3,565+1.7% | $4,728-23.3% | $4,027-10.0% |
| Admin fee / account holder | $9,963 | $5,232+90.4% | $6,410+55.4% | $5,403+84.4% |