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 | $157,165 | $59,805+162.8% | $79,550+97.6% | $68,494+129.5% |
| Participation rate | 65.8% | 61.1%+4.8pp | 69.5%-3.7pp | 67.9%-2.1pp |
| Annual return | -11.94% | -12.30%+0.4pp | 0.16%-12.1pp | -7.84%-4.1pp |
| Employer contribution / active EE | $2,657 | $1,505+76.5% | $2,413+10.1% | $2,596+2.3% |
| Participant deferral / active EE | $4,679 | $3,024+54.7% | $3,985+17.4% | $4,027+16.2% |
| Admin fee / account holder | $13,173 | $4,835+172.5% | $6,832+92.8% | $5,403+143.8% |