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 | $194,162 | $73,867+162.9% | $143,757+35.1% | $68,494+183.5% |
| Participation rate | 55.3% | 66.7%-11.3pp | 80.3%-25.0pp | 67.9%-12.6pp |
| Annual return | -18.24% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,354 | $3,184-57.5% | $4,951-72.7% | $2,596-47.9% |
| Participant deferral / active EE | $5,817 | $3,384+71.9% | $5,637+3.2% | $4,027+44.5% |
| Admin fee / account holder | $14,174 | $5,755+146.3% | $14,673-3.4% | $5,403+162.3% |