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 | $201,956 | $45,863+340.3% | $77,024+162.2% | $68,494+194.9% |
| Participation rate | 21.2% | 55.9%-34.7pp | 67.9%-46.7pp | 67.9%-46.7pp |
| Annual return | -13.60% | 1.72%-15.3pp | 42.32%-55.9pp | -7.84%-5.8pp |
| Employer contribution / active EE | $707 | $1,650-57.1% | $2,812-74.8% | $2,596-72.8% |
| Participant deferral / active EE | $1,251 | $2,962-57.8% | $4,426-71.7% | $4,027-68.9% |
| Admin fee / account holder | $11,977 | $3,041+293.9% | $5,425+120.8% | $5,403+121.7% |