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 | $227,034 | $73,004+211.0% | $90,749+150.2% | $68,494+231.5% |
| Participation rate | 55.6% | 70.8%-15.3pp | 75.7%-20.1pp | 67.9%-12.3pp |
| Annual return | -17.11% | -13.81%-3.3pp | -12.16%-4.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $825 | $2,193-62.4% | $2,921-71.8% | $2,596-68.2% |
| Participant deferral / active EE | $3,866 | $3,627+6.6% | $4,564-15.3% | $4,027-4.0% |
| Admin fee / account holder | $8,259 | $5,896+40.1% | $8,445-2.2% | $5,403+52.9% |