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 | $135,372 | $93,024+45.5% | $77,024+75.8% | $134,475+0.7% |
| Participation rate | 47.4% | 74.5%-27.1pp | 67.9%-20.5pp | 81.2%-33.9pp |
| Annual return | -19.23% | 62.60%-81.8pp | 42.32%-61.5pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,293 | $3,418-32.9% | $2,812-18.5% | $4,740-51.6% |
| Participant deferral / active EE | $4,118 | $5,238-21.4% | $4,426-7.0% | $6,400-35.7% |
| Admin fee / account holder | $3,294 | $6,944-52.6% | $5,425-39.3% | $11,426-71.2% |