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 | $162,016 | $167,484-3.3% | $151,611+6.9% | $134,475+20.5% |
| Participation rate | 63.2% | 88.4%-25.2pp | 87.5%-24.3pp | 81.2%-18.1pp |
| Annual return | -16.30% | 7.80%-24.1pp | 3.33%-19.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,083 | $6,829-69.5% | $6,166-66.2% | $4,740-56.1% |
| Participant deferral / active EE | $5,080 | $8,986-43.5% | $8,363-39.3% | $6,400-20.6% |
| Admin fee / account holder | $622 | $13,783-95.5% | $11,616-94.6% | $11,426-94.6% |