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 | $198,689 | $95,862+107.3% | $79,550+149.8% | $134,475+47.8% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -16.20% | -2.69%-13.5pp | 0.16%-16.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,765 | $3,128-11.6% | $2,413+14.6% | $4,740-41.7% |
| Participant deferral / active EE | $7,175 | $4,693+52.9% | $3,985+80.0% | $6,400+12.1% |
| Admin fee / account holder | $2,422 | $9,126-73.5% | $6,832-64.6% | $11,426-78.8% |