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 | $243,877 | $71,883+239.3% | $86,677+181.4% | $68,494+256.1% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.3pp | 67.9%+1.3pp |
| Annual return | -14.87% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,157 | $2,173+45.3% | $2,836+11.3% | $2,596+21.6% |
| Participant deferral / active EE | $8,938 | $3,779+136.5% | $4,656+92.0% | $4,027+121.9% |
| Admin fee / account holder | $82,863 | $6,112+1255.8% | $7,493+1005.8% | $5,403+1433.7% |