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 | $195,343 | $59,805+226.6% | $79,550+145.6% | $68,494+185.2% |
| Participation rate | 51.4% | 61.1%-9.6pp | 69.5%-18.1pp | 67.9%-16.5pp |
| Annual return | -10.92% | -12.30%+1.4pp | 0.16%-11.1pp | -7.84%-3.1pp |
| Employer contribution / active EE | $1,780 | $1,505+18.3% | $2,413-26.3% | $2,596-31.5% |
| Participant deferral / active EE | $5,445 | $3,024+80.0% | $3,985+36.6% | $4,027+35.2% |
| Admin fee / account holder | $5,459 | $4,835+12.9% | $6,832-20.1% | $5,403+1.0% |