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 | $131,196 | $92,222+42.3% | $76,768+70.9% | $135,375-3.1% |
| Participation rate | 63.6% | 79.8%-16.1pp | 77.0%-13.3pp | 82.6%-19.0pp |
| Annual return | -7.48% | 5.46%-12.9pp | 2.43%-9.9pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,187 | $3,216-32.0% | $2,485-12.0% | $4,779-54.2% |
| Participant deferral / active EE | $5,530 | $4,509+22.6% | $3,852+43.6% | $5,609-1.4% |
| Admin fee / account holder | $2,135 | $10,748-80.1% | $6,675-68.0% | $10,827-80.3% |