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 | $92,219 | $42,894+115.0% | $60,874+51.5% | $68,494+34.6% |
| Participation rate | 51.3% | 66.8%-15.5pp | 73.1%-21.8pp | 67.9%-16.6pp |
| Annual return | -12.85% | -13.98%+1.1pp | 16.90%-29.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,361 | $1,978-31.2% | $2,701-49.6% | $2,596-47.6% |
| Participant deferral / active EE | $2,287 | $2,867-20.2% | $3,817-40.1% | $4,027-43.2% |
| Admin fee / account holder | $7,419 | $3,101+139.3% | $3,224+130.1% | $5,403+37.3% |