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 | $129,995 | $56,357+130.7% | $104,294+24.6% | $68,494+89.8% |
| Participation rate | 60.0% | 63.3%-3.3pp | 73.3%-13.3pp | 67.9%-7.9pp |
| Annual return | -19.06% | -9.19%-9.9pp | 24.61%-43.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,450 | $1,960-26.0% | $3,372-57.0% | $2,596-44.2% |
| Participant deferral / active EE | $3,552 | $3,077+15.4% | $4,625-23.2% | $4,027-11.8% |
| Admin fee / account holder | $883 | $4,903-82.0% | $7,339-88.0% | $5,403-83.7% |