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 | $160,565 | $64,707+148.1% | $112,228+43.1% | $68,494+134.4% |
| Participation rate | 58.6% | 67.2%-8.5pp | 75.1%-16.4pp | 67.9%-9.3pp |
| Annual return | -17.67% | -11.40%-6.3pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,980 | $2,746+8.5% | $3,635-18.0% | $2,596+14.8% |
| Participant deferral / active EE | $7,450 | $3,565+109.0% | $4,728+57.6% | $4,027+85.0% |
| Admin fee / account holder | $2,967 | $5,232-43.3% | $6,410-53.7% | $5,403-45.1% |