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 | $133,741 | $81,900+63.3% | $119,609+11.8% | $68,494+95.3% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -17.74% | -23.82%+6.1pp | -14.97%-2.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,468 | $2,693+28.8% | $4,232-18.0% | $2,596+33.6% |
| Participant deferral / active EE | $3,222 | $4,148-22.3% | $5,602-42.5% | $4,027-20.0% |
| Admin fee / account holder | $27,133 | $6,582+312.2% | $10,323+162.8% | $5,403+402.2% |