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 | $150,251 | $133,958+12.2% | $112,228+33.9% | $134,475+11.7% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -14.95% | 47.11%-62.1pp | 27.45%-42.4pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,435 | $4,038-64.5% | $3,635-60.5% | $4,740-69.7% |
| Participant deferral / active EE | $4,291 | $5,291-18.9% | $4,728-9.2% | $6,400-32.9% |
| Admin fee / account holder | $258,611 | $7,489+3353.4% | $6,410+3934.5% | $11,426+2163.4% |