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 | $137,352 | $81,900+67.7% | $119,609+14.8% | $68,494+100.5% |
| Participation rate | 48.0% | 71.9%-23.9pp | 79.3%-31.3pp | 67.9%-19.9pp |
| Annual return | -17.14% | -23.82%+6.7pp | -14.97%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,966 | $2,693+10.1% | $4,232-29.9% | $2,596+14.2% |
| Participant deferral / active EE | $4,574 | $4,148+10.3% | $5,602-18.4% | $4,027+13.6% |
| Admin fee / account holder | $1,724 | $6,582-73.8% | $10,323-83.3% | $5,403-68.1% |