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 | $156,188 | $142,344+9.7% | $119,609+30.6% | $134,475+16.1% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -13.73% | -12.44%-1.3pp | -14.97%+1.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $3,444 | $5,222-34.1% | $4,232-18.6% | $4,740-27.3% |
| Participant deferral / active EE | $5,204 | $6,469-19.6% | $5,602-7.1% | $6,400-18.7% |
| Admin fee / account holder | $20,790 | $13,584+53.0% | $10,323+101.4% | $11,426+82.0% |