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 | $146,709 | $69,010+112.6% | $159,960-8.3% | $68,494+114.2% |
| Participation rate | 65.4% | 65.4%0pp | 78.0%-12.6pp | 67.9%-2.5pp |
| Annual return | -18.36% | -9.65%-8.7pp | 408.60%-427.0pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,899 | $2,213-14.2% | $4,226-55.1% | $2,596-26.9% |
| Participant deferral / active EE | $5,727 | $4,212+36.0% | $6,182-7.4% | $4,027+42.2% |
| Admin fee / account holder | $5,573 | $4,798+16.2% | $8,698-35.9% | $5,403+3.2% |