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 8-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 | $161,757 | $69,518+132.7% | $59,878+170.1% | $135,375+19.5% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.7%-5.5pp | 82.6%-13.4pp |
| Annual return | -5.22% | 7.94%-13.2pp | 3.46%-8.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,447 | $3,235-55.3% | $2,722-46.8% | $4,779-69.7% |
| Participant deferral / active EE | $2,212 | $4,206-47.4% | $3,402-35.0% | $5,609-60.6% |
| Admin fee / account holder | $13,512 | $5,734+135.6% | $3,590+276.4% | $10,827+24.8% |