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 | $158,754 | $76,000+108.9% | $154,107+3.0% | $64,186+147.3% |
| Participation rate | 69.2% | 70.4%-1.2pp | 83.0%-13.8pp | 69.6%-0.3pp |
| Annual return | -6.38% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,220 | $3,351-63.6% | $5,298-77.0% | $2,381-48.7% |
| Participant deferral / active EE | $3,625 | $3,175+14.2% | $5,081-28.7% | $3,470+4.5% |
| Admin fee / account holder | $1,211 | $5,596-78.4% | $13,411-91.0% | $4,888-75.2% |