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 | $129,244 | $45,863+181.8% | $77,024+67.8% | $68,494+88.7% |
| Participation rate | 11.1% | 55.9%-44.8pp | 67.9%-56.8pp | 67.9%-56.8pp |
| Annual return | -16.69% | 1.72%-18.4pp | 42.32%-59.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,876 | $1,650+13.7% | $2,812-33.3% | $2,596-27.7% |
| Participant deferral / active EE | $2,048 | $2,962-30.9% | $4,426-53.7% | $4,027-49.1% |
| Admin fee / account holder | $3,188 | $3,041+4.8% | $5,425-41.2% | $5,403-41.0% |