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 | $144,440 | $107,791+34.0% | $90,645+59.3% | $135,375+6.7% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -5.80% | -0.90%-4.9pp | 1.88%-7.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $295 | $3,018-90.2% | $2,532-88.3% | $4,779-93.8% |
| Participant deferral / active EE | $2,103 | $3,872-45.7% | $3,425-38.6% | $5,609-62.5% |
| Admin fee / account holder | $21,595 | $5,930+264.2% | $4,994+332.4% | $10,827+99.5% |