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 | $155,901 | $59,805+160.7% | $79,550+96.0% | $68,494+127.6% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -14.54% | -12.30%-2.2pp | 0.16%-14.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,015 | $1,505-32.5% | $2,413-57.9% | $2,596-60.9% |
| Participant deferral / active EE | $2,807 | $3,024-7.2% | $3,985-29.6% | $4,027-30.3% |
| Admin fee / account holder | $7,534 | $4,835+55.8% | $6,832+10.3% | $5,403+39.5% |