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 | $166,189 | $105,860+57.0% | $90,749+83.1% | $134,475+23.6% |
| Participation rate | 42.1% | 78.2%-36.1pp | 75.7%-33.6pp | 81.2%-39.1pp |
| Annual return | -15.08% | -11.01%-4.1pp | -12.16%-2.9pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,656 | $3,462-52.2% | $2,921-43.3% | $4,740-65.1% |
| Participant deferral / active EE | $4,824 | $5,216-7.5% | $4,564+5.7% | $6,400-24.6% |
| Admin fee / account holder | $18,848 | $13,938+35.2% | $8,445+123.2% | $11,426+65.0% |