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 | $173,130 | $167,307+3.5% | $143,757+20.4% | $134,475+28.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -11.31% | 0.46%-11.8pp | -0.04%-11.3pp | 417.96%-429.3pp |
| Employer contribution / active EE | $5,889 | $5,619+4.8% | $4,951+18.9% | $4,740+24.2% |
| Participant deferral / active EE | $3,375 | $6,446-47.6% | $5,637-40.1% | $6,400-47.3% |
| Admin fee / account holder | $1,872 | $18,088-89.7% | $14,673-87.2% | $11,426-83.6% |