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 | $147,465 | $211,958-30.4% | $169,463-13.0% | $135,375+8.9% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -7.19% | 3.26%-10.5pp | 1.83%-9.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $6,425 | $5,120+25.5% | $4,159+54.5% | $4,779+34.4% |
| Participant deferral / active EE | $18,466 | $6,075+204.0% | $5,277+250.0% | $5,609+229.2% |
| Admin fee / account holder | $4,441 | $11,471-61.3% | $9,109-51.2% | $10,827-59.0% |