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 | $213,197 | $167,307+27.4% | $143,757+48.3% | $134,475+58.5% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -3.32% | 0.46%-3.8pp | -0.04%-3.3pp | 417.96%-421.3pp |
| Employer contribution / active EE | $3,358 | $5,619-40.2% | $4,951-32.2% | $4,740-29.1% |
| Participant deferral / active EE | $6,760 | $6,446+4.9% | $5,637+19.9% | $6,400+5.6% |
| Admin fee / account holder | $1,013 | $18,088-94.4% | $14,673-93.1% | $11,426-91.1% |