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 | $175,132 | $92,222+89.9% | $76,768+128.1% | $135,375+29.4% |
| Participation rate | 61.5% | 79.8%-18.2pp | 77.0%-15.4pp | 82.6%-21.1pp |
| Annual return | -4.29% | 5.46%-9.8pp | 2.43%-6.7pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,368 | $3,216-57.5% | $2,485-45.0% | $4,779-71.4% |
| Participant deferral / active EE | $3,319 | $4,509-26.4% | $3,852-13.8% | $5,609-40.8% |
| Admin fee / account holder | $8,478 | $10,748-21.1% | $6,675+27.0% | $10,827-21.7% |