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 | $216,594 | $81,900+164.5% | $119,609+81.1% | $68,494+216.2% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -15.20% | -23.82%+8.6pp | -14.97%-0.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,411 | $2,693-10.5% | $4,232-43.0% | $2,596-7.1% |
| Participant deferral / active EE | $5,380 | $4,148+29.7% | $5,602-4.0% | $4,027+33.6% |
| Admin fee / account holder | $11,622 | $6,582+76.6% | $10,323+12.6% | $5,403+115.1% |