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 | $160,288 | $54,229+195.6% | $70,092+128.7% | $68,494+134.0% |
| Participation rate | 54.2% | 64.5%-10.3pp | 70.5%-16.3pp | 67.9%-13.7pp |
| Annual return | -9.07% | -13.87%+4.8pp | 190.73%-199.8pp | -7.84%-1.2pp |
| Employer contribution / active EE | $919 | $2,018-54.5% | $2,559-64.1% | $2,596-64.6% |
| Participant deferral / active EE | $2,881 | $2,956-2.5% | $3,849-25.1% | $4,027-28.5% |
| Admin fee / account holder | $9,833 | $4,694+109.5% | $6,267+56.9% | $5,403+82.0% |