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 | $145,170 | $81,900+77.3% | $119,609+21.4% | $68,494+111.9% |
| Participation rate | 69.2% | 71.9%-2.7pp | 79.3%-10.0pp | 67.9%+1.3pp |
| Annual return | -17.05% | -23.82%+6.8pp | -14.97%-2.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,984 | $2,693-26.3% | $4,232-53.1% | $2,596-23.6% |
| Participant deferral / active EE | $5,844 | $4,148+40.9% | $5,602+4.3% | $4,027+45.1% |
| Admin fee / account holder | $3,248 | $6,582-50.7% | $10,323-68.5% | $5,403-39.9% |