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 | $218,592 | $133,958+63.2% | $112,228+94.8% | $134,475+62.6% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -17.54% | 47.11%-64.7pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,735 | $4,038-57.0% | $3,635-52.3% | $4,740-63.4% |
| Participant deferral / active EE | $3,797 | $5,291-28.2% | $4,728-19.7% | $6,400-40.7% |
| Admin fee / account holder | $656 | $7,489-91.2% | $6,410-89.8% | $11,426-94.3% |