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 | $179,252 | $127,386+40.7% | $115,037+55.8% | $125,391+43.0% |
| Participation rate | 53.3% | 84.2%-30.8pp | 81.4%-28.0pp | 83.2%-29.9pp |
| Annual return | -1.20% | 31.28%-32.5pp | 26.14%-27.3pp | 282.22%-283.4pp |
| Employer contribution / active EE | $3,271 | $5,166-36.7% | $4,608-29.0% | $4,866-32.8% |
| Participant deferral / active EE | $7,341 | $6,423+14.3% | $6,026+21.8% | $5,352+37.2% |
| Admin fee / account holder | $3,137 | $9,516-67.0% | $8,175-61.6% | $9,540-67.1% |