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 | $196,372 | $42,894+357.8% | $60,874+222.6% | $68,494+186.7% |
| Participation rate | 27.1% | 66.8%-39.7pp | 73.1%-46.0pp | 67.9%-40.8pp |
| Annual return | -18.24% | -13.98%-4.3pp | 16.90%-35.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $700 | $1,978-64.6% | $2,701-74.1% | $2,596-73.0% |
| Participant deferral / active EE | $2,219 | $2,867-22.6% | $3,817-41.9% | $4,027-44.9% |
| Admin fee / account holder | $5,662 | $3,101+82.6% | $3,224+75.6% | $5,403+4.8% |