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 | $125,931 | $64,707+94.6% | $112,228+12.2% | $68,494+83.9% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -18.20% | -11.40%-6.8pp | 27.45%-45.6pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,487 | $2,746+27.0% | $3,635-4.1% | $2,596+34.3% |
| Participant deferral / active EE | $6,073 | $3,565+70.4% | $4,728+28.4% | $4,027+50.8% |
| Admin fee / account holder | $17,880 | $5,232+241.7% | $6,410+178.9% | $5,403+230.9% |