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 | $230,926 | $93,024+148.2% | $77,024+199.8% | $134,475+71.7% |
| Participation rate | 26.1% | 74.5%-48.4pp | 67.9%-41.8pp | 81.2%-55.1pp |
| Annual return | -16.15% | 62.60%-78.7pp | 42.32%-58.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,414 | $3,418-58.6% | $2,812-49.7% | $4,740-70.2% |
| Participant deferral / active EE | $3,567 | $5,238-31.9% | $4,426-19.4% | $6,400-44.3% |
| Admin fee / account holder | $13,303 | $6,944+91.6% | $5,425+145.2% | $11,426+16.4% |