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 | $164,022 | $99,032+65.6% | $80,019+105.0% | $135,375+21.2% |
| Participation rate | 57.1% | 78.4%-21.2pp | 75.8%-18.7pp | 82.6%-25.5pp |
| Annual return | -5.96% | 15.39%-21.4pp | 11.22%-17.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,335 | $3,043-56.1% | $2,468-45.9% | $4,779-72.1% |
| Participant deferral / active EE | $4,204 | $4,282-1.8% | $3,686+14.1% | $5,609-25.1% |
| Admin fee / account holder | $10,752 | $10,436+3.0% | $6,521+64.9% | $10,827-0.7% |