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 | $178,005 | $117,690+51.2% | $71,735+148.1% | $134,475+32.4% |
| Participation rate | 66.7% | 68.8%-2.2pp | 62.3%+4.4pp | 81.2%-14.6pp |
| Annual return | -17.62% | 25.44%-43.1pp | 9.14%-26.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,937 | $2,525+16.3% | $1,704+72.4% | $4,740-38.0% |
| Participant deferral / active EE | $10,677 | $3,759+184.0% | $2,658+301.7% | $6,400+66.8% |
| Admin fee / account holder | $2,329 | $6,379-63.5% | $3,974-41.4% | $11,426-79.6% |