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 | $172,202 | $167,307+2.9% | $143,757+19.8% | $134,475+28.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -17.85% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,368 | $5,619-75.7% | $4,951-72.4% | $4,740-71.1% |
| Participant deferral / active EE | $5,013 | $6,446-22.2% | $5,637-11.1% | $6,400-21.7% |
| Admin fee / account holder | $40,514 | $18,088+124.0% | $14,673+176.1% | $11,426+254.6% |