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 | $150,612 | $72,404+108.0% | $110,238+36.6% | $64,186+134.7% |
| Participation rate | 48.6% | 73.3%-24.8pp | 79.8%-31.2pp | 69.6%-21.0pp |
| Annual return | -6.58% | -6.29%-0.3pp | 314.74%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,117 | $2,282+36.6% | $3,826-18.5% | $2,381+30.9% |
| Participant deferral / active EE | $4,216 | $3,469+21.5% | $4,672-9.8% | $3,470+21.5% |
| Admin fee / account holder | $1,116 | $5,664-80.3% | $8,547-86.9% | $4,888-77.2% |