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 | $180,246 | $54,229+232.4% | $70,092+157.2% | $68,494+163.2% |
| Participation rate | 68.0% | 64.5%+3.5pp | 70.5%-2.5pp | 67.9%+0.1pp |
| Annual return | -11.15% | -13.87%+2.7pp | 190.73%-201.9pp | -7.84%-3.3pp |
| Employer contribution / active EE | $1,432 | $2,018-29.0% | $2,559-44.0% | $2,596-44.8% |
| Participant deferral / active EE | $1,854 | $2,956-37.3% | $3,849-51.8% | $4,027-54.0% |
| Admin fee / account holder | $7,184 | $4,694+53.0% | $6,267+14.6% | $5,403+33.0% |