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 | $127,768 | $71,883+77.7% | $86,677+47.4% | $68,494+86.5% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -5.42% | 3.52%-8.9pp | 35.91%-41.3pp | -7.84%+2.4pp |
| Employer contribution / active EE | $630 | $2,173-71.0% | $2,836-77.8% | $2,596-75.7% |
| Participant deferral / active EE | $2,830 | $3,779-25.1% | $4,656-39.2% | $4,027-29.7% |
| Admin fee / account holder | $10,772 | $6,112+76.3% | $7,493+43.8% | $5,403+99.4% |