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 | $181,122 | $73,004+148.1% | $90,749+99.6% | $68,494+164.4% |
| Participation rate | 48.6% | 70.8%-22.3pp | 75.7%-27.1pp | 67.9%-19.3pp |
| Annual return | -11.09% | -13.81%+2.7pp | -12.16%+1.1pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,263 | $2,193-42.4% | $2,921-56.8% | $2,596-51.4% |
| Participant deferral / active EE | $3,887 | $3,627+7.2% | $4,564-14.8% | $4,027-3.5% |
| Admin fee / account holder | $13,146 | $5,896+123.0% | $8,445+55.7% | $5,403+143.3% |