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 | $191,934 | $64,707+196.6% | $112,228+71.0% | $68,494+180.2% |
| Participation rate | 53.3% | 67.2%-13.8pp | 75.1%-21.7pp | 67.9%-14.6pp |
| Annual return | -17.47% | -11.40%-6.1pp | 27.45%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,117 | $2,746-59.3% | $3,635-69.3% | $2,596-57.0% |
| Participant deferral / active EE | $2,988 | $3,565-16.2% | $4,728-36.8% | $4,027-25.8% |
| Admin fee / account holder | $5,657 | $5,232+8.1% | $6,410-11.7% | $5,403+4.7% |