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 | $163,196 | $81,900+99.3% | $119,609+36.4% | $68,494+138.3% |
| Participation rate | 41.4% | 71.9%-30.5pp | 79.3%-37.9pp | 67.9%-26.5pp |
| Annual return | -17.57% | -23.82%+6.3pp | -14.97%-2.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,137 | $2,693-57.8% | $4,232-73.1% | $2,596-56.2% |
| Participant deferral / active EE | $3,737 | $4,148-9.9% | $5,602-33.3% | $4,027-7.2% |
| Admin fee / account holder | $886 | $6,582-86.5% | $10,323-91.4% | $5,403-83.6% |