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 | $135,275 | $53,162+154.5% | $91,220+48.3% | $68,494+97.5% |
| Participation rate | 56.1% | 63.2%-7.1pp | 73.2%-17.1pp | 67.9%-11.8pp |
| Annual return | -17.35% | -3.14%-14.2pp | 114.01%-131.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,734 | $1,709+59.9% | $2,850-4.1% | $2,596+5.3% |
| Participant deferral / active EE | $4,344 | $2,974+46.1% | $4,234+2.6% | $4,027+7.9% |
| Admin fee / account holder | $1,952 | $4,493-56.6% | $5,420-64.0% | $5,403-63.9% |