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 9-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 | $181,046 | $133,958+35.2% | $112,228+61.3% | $134,475+34.6% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.1%-33.4pp | 81.2%-39.6pp |
| Annual return | -6.76% | 47.11%-53.9pp | 27.45%-34.2pp | 417.96%-424.7pp |
| Employer contribution / active EE | $1,101 | $4,038-72.7% | $3,635-69.7% | $4,740-76.8% |
| Participant deferral / active EE | $2,672 | $5,291-49.5% | $4,728-43.5% | $6,400-58.2% |
| Admin fee / account holder | $951 | $7,489-87.3% | $6,410-85.2% | $11,426-91.7% |