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 | $214,598 | $82,664+159.6% | $125,339+71.2% | $68,494+213.3% |
| Participation rate | 32.1% | 75.0%-42.9pp | 82.4%-50.2pp | 67.9%-35.7pp |
| Annual return | -14.84% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,242 | $3,381-63.3% | $4,814-74.2% | $2,596-52.1% |
| Participant deferral / active EE | $2,998 | $6,110-50.9% | $7,446-59.7% | $4,027-25.6% |
| Admin fee / account holder | $711 | $6,275-88.7% | $10,010-92.9% | $5,403-86.8% |