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 | $135,061 | $48,265+179.8% | $68,791+96.3% | $68,494+97.2% |
| Participation rate | 13.8% | 60.7%-46.9pp | 69.0%-55.2pp | 67.9%-54.1pp |
| Annual return | 3.16% | -12.71%+15.9pp | -6.38%+9.5pp | -7.84%+11.0pp |
| Employer contribution / active EE | $579 | $1,829-68.4% | $2,655-78.2% | $2,596-77.7% |
| Participant deferral / active EE | $974 | $2,867-66.0% | $3,941-75.3% | $4,027-75.8% |
| Admin fee / account holder | $186,054 | $4,355+4171.8% | $4,932+3672.5% | $5,403+3343.7% |