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 | $96,832 | $81,900+18.2% | $119,609-19.0% | $68,494+41.4% |
| Participation rate | 69.4% | 71.9%-2.4pp | 79.3%-9.8pp | 67.9%+1.6pp |
| Annual return | -15.04% | -23.82%+8.8pp | -14.97%-0.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,752 | $2,693-34.9% | $4,232-58.6% | $2,596-32.5% |
| Participant deferral / active EE | $5,173 | $4,148+24.7% | $5,602-7.7% | $4,027+28.5% |
| Admin fee / account holder | $4,770 | $6,582-27.5% | $10,323-53.8% | $5,403-11.7% |