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 | $145,342 | $42,894+238.8% | $60,874+138.8% | $68,494+112.2% |
| Participation rate | 62.7% | 66.8%-4.0pp | 73.1%-10.4pp | 67.9%-5.1pp |
| Annual return | -14.52% | -13.98%-0.5pp | 16.90%-31.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,474 | $1,978+25.0% | $2,701-8.4% | $2,596-4.7% |
| Participant deferral / active EE | $3,945 | $2,867+37.6% | $3,817+3.4% | $4,027-2.0% |
| Admin fee / account holder | $15,607 | $3,101+403.3% | $3,224+384.1% | $5,403+188.9% |