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 | $209,515 | $167,484+25.1% | $151,611+38.2% | $134,475+55.8% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.5%-43.1pp | 81.2%-36.8pp |
| Annual return | -18.47% | 7.80%-26.3pp | 3.33%-21.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,133 | $6,829-68.8% | $6,166-65.4% | $4,740-55.0% |
| Participant deferral / active EE | $5,421 | $8,986-39.7% | $8,363-35.2% | $6,400-15.3% |
| Admin fee / account holder | $5,047 | $13,783-63.4% | $11,616-56.5% | $11,426-55.8% |