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 | $213,297 | $59,805+256.7% | $79,550+168.1% | $68,494+211.4% |
| Participation rate | 65.8% | 61.1%+4.7pp | 69.5%-3.7pp | 67.9%-2.1pp |
| Annual return | -14.24% | -12.30%-1.9pp | 0.16%-14.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,584 | $1,505+138.1% | $2,413+48.5% | $2,596+38.0% |
| Participant deferral / active EE | $7,216 | $3,024+138.6% | $3,985+81.1% | $4,027+79.2% |
| Admin fee / account holder | $1,093 | $4,835-77.4% | $6,832-84.0% | $5,403-79.8% |