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 | $209,745 | $167,307+25.4% | $143,757+45.9% | $134,475+56.0% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -14.58% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,515 | $5,619-55.2% | $4,951-49.2% | $4,740-46.9% |
| Participant deferral / active EE | $9,133 | $6,446+41.7% | $5,637+62.0% | $6,400+42.7% |
| Admin fee / account holder | $10,238 | $18,088-43.4% | $14,673-30.2% | $11,426-10.4% |