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 | $149,463 | $57,354+160.6% | $83,848+78.3% | $64,186+132.9% |
| Participation rate | 58.6% | 68.6%-10.0pp | 76.1%-17.5pp | 69.6%-10.9pp |
| Annual return | -7.76% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,014 | $2,545-20.9% | $3,631-44.5% | $2,381-15.4% |
| Participant deferral / active EE | $3,513 | $2,993+17.4% | $4,082-13.9% | $3,470+1.3% |
| Admin fee / account holder | $5,826 | $4,046+44.0% | $5,478+6.4% | $4,888+19.2% |