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 | $98,813 | $59,805+65.2% | $79,550+24.2% | $68,494+44.3% |
| Participation rate | 69.6% | 61.1%+8.5pp | 69.5%+0.1pp | 67.9%+1.7pp |
| Annual return | -17.47% | -12.30%-5.2pp | 0.16%-17.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,127 | $1,505+41.3% | $2,413-11.9% | $2,596-18.1% |
| Participant deferral / active EE | $5,683 | $3,024+87.9% | $3,985+42.6% | $4,027+41.1% |
| Admin fee / account holder | $7,315 | $4,835+51.3% | $6,832+7.1% | $5,403+35.4% |