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 5-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 | $165,947 | $95,862+73.1% | $79,550+108.6% | $134,475+23.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -8.26% | -2.69%-5.6pp | 0.16%-8.4pp | 417.96%-426.2pp |
| Employer contribution / active EE | $2,960 | $3,128-5.4% | $2,413+22.7% | $4,740-37.5% |
| Participant deferral / active EE | $10,700 | $4,693+128.0% | $3,985+168.5% | $6,400+67.2% |
| Admin fee / account holder | $407 | $9,126-95.5% | $6,832-94.0% | $11,426-96.4% |