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 | $200,456 | $95,862+109.1% | $79,550+152.0% | $134,475+49.1% |
| Participation rate | 61.5% | 75.0%-13.5pp | 69.5%-7.9pp | 81.2%-19.7pp |
| Annual return | -18.65% | -2.69%-16.0pp | 0.16%-18.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,319 | $3,128-57.8% | $2,413-45.3% | $4,740-72.2% |
| Participant deferral / active EE | $3,345 | $4,693-28.7% | $3,985-16.1% | $6,400-47.7% |
| Admin fee / account holder | $1,537 | $9,126-83.2% | $6,832-77.5% | $11,426-86.5% |