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 | $136,439 | $42,383+221.9% | $76,523+78.3% | $64,186+112.6% |
| Participation rate | 55.2% | 58.1%-3.0pp | 68.0%-12.8pp | 69.6%-14.4pp |
| Annual return | -2.53% | -16.54%+14.0pp | -0.27%-2.3pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,239 | $1,563-20.8% | $2,647-53.2% | $2,381-48.0% |
| Participant deferral / active EE | $5,813 | $2,566+126.5% | $3,835+51.6% | $3,470+67.5% |
| Admin fee / account holder | $9,182 | $3,198+187.1% | $4,848+89.4% | $4,888+87.8% |