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 | $159,871 | $81,900+95.2% | $119,609+33.7% | $68,494+133.4% |
| Participation rate | 25.0% | 71.9%-46.9pp | 79.3%-54.3pp | 67.9%-42.9pp |
| Annual return | -4.58% | -23.82%+19.2pp | -14.97%+10.4pp | -7.84%+3.3pp |
| Employer contribution / active EE | $1,574 | $2,693-41.6% | $4,232-62.8% | $2,596-39.4% |
| Participant deferral / active EE | $2,582 | $4,148-37.7% | $5,602-53.9% | $4,027-35.9% |
| Admin fee / account holder | $958 | $6,582-85.4% | $10,323-90.7% | $5,403-82.3% |