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 | $145,947 | $64,707+125.6% | $112,228+30.0% | $68,494+113.1% |
| Participation rate | 58.3% | 67.2%-8.8pp | 75.1%-16.7pp | 67.9%-9.6pp |
| Annual return | -17.18% | -11.40%-5.8pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,023 | $2,746+10.1% | $3,635-16.8% | $2,596+16.4% |
| Participant deferral / active EE | $8,159 | $3,565+128.9% | $4,728+72.6% | $4,027+102.6% |
| Admin fee / account holder | $9,669 | $5,232+84.8% | $6,410+50.8% | $5,403+79.0% |