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 | $166,598 | $105,860+57.4% | $90,749+83.6% | $134,475+23.9% |
| Participation rate | 64.3% | 78.2%-14.0pp | 75.7%-11.4pp | 81.2%-16.9pp |
| Annual return | -15.31% | -11.01%-4.3pp | -12.16%-3.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,589 | $3,462-54.1% | $2,921-45.6% | $4,740-66.5% |
| Participant deferral / active EE | $7,189 | $5,216+37.8% | $4,564+57.5% | $6,400+12.3% |
| Admin fee / account holder | $5,693 | $13,938-59.2% | $8,445-32.6% | $11,426-50.2% |