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 | $180,918 | $81,900+120.9% | $119,609+51.3% | $68,494+164.1% |
| Participation rate | 42.1% | 71.9%-29.8pp | 79.3%-37.2pp | 67.9%-25.8pp |
| Annual return | -15.04% | -23.82%+8.8pp | -14.97%-0.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $918 | $2,693-65.9% | $4,232-78.3% | $2,596-64.6% |
| Participant deferral / active EE | $2,265 | $4,148-45.4% | $5,602-59.6% | $4,027-43.8% |
| Admin fee / account holder | $10,770 | $6,582+63.6% | $10,323+4.3% | $5,403+99.3% |