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 7-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 | $191,423 | $73,004+162.2% | $90,749+110.9% | $68,494+179.5% |
| Participation rate | 58.5% | 70.8%-12.3pp | 75.7%-17.2pp | 67.9%-9.4pp |
| Annual return | -12.32% | -13.81%+1.5pp | -12.16%-0.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,865 | $2,193-15.0% | $2,921-36.2% | $2,596-28.2% |
| Participant deferral / active EE | $6,909 | $3,627+90.5% | $4,564+51.4% | $4,027+71.6% |
| Admin fee / account holder | $127,422 | $5,896+2061.2% | $8,445+1408.9% | $5,403+2258.5% |