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 | $139,217 | $131,829+5.6% | $108,579+28.2% | $273,961-49.2% |
| Participation rate | 63.2% | 83.5%-20.3pp | 79.6%-16.4pp | 83.0%-19.9pp |
| Annual return | 5.79% | -91.57%+97.4pp | -51.70%+57.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,142 | $4,912-76.8% | $3,758-69.6% | $4,869-76.5% |
| Participant deferral / active EE | $5,184 | $5,127+1.1% | $4,311+20.3% | $5,287-1.9% |
| Admin fee / account holder | $612 | $10,252-94.0% | $7,645-92.0% | $10,132-94.0% |