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 | $229,126 | $95,862+139.0% | $79,550+188.0% | $134,475+70.4% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -0.77% | -2.69%+1.9pp | 0.16%-0.9pp | 417.96%-418.7pp |
| Employer contribution / active EE | $1,580 | $3,128-49.5% | $2,413-34.5% | $4,740-66.7% |
| Participant deferral / active EE | $8,665 | $4,693+84.7% | $3,985+117.4% | $6,400+35.4% |
| Admin fee / account holder | $6,520 | $9,126-28.6% | $6,832-4.6% | $11,426-42.9% |