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 9-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 | $163,190 | $71,883+127.0% | $86,677+88.3% | $68,494+138.3% |
| Participation rate | 67.7% | 72.2%-4.5pp | 76.6%-8.9pp | 67.9%-0.2pp |
| Annual return | -12.97% | 3.52%-16.5pp | 35.91%-48.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,473 | $2,173-32.2% | $2,836-48.1% | $2,596-43.3% |
| Participant deferral / active EE | $4,851 | $3,779+28.4% | $4,656+4.2% | $4,027+20.5% |
| Admin fee / account holder | $17,158 | $6,112+180.7% | $7,493+129.0% | $5,403+217.6% |