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 | $150,952 | $71,883+110.0% | $86,677+74.2% | $68,494+120.4% |
| Participation rate | 65.4% | 72.2%-6.9pp | 76.6%-11.2pp | 67.9%-2.5pp |
| Annual return | -13.52% | 3.52%-17.0pp | 35.91%-49.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $878 | $2,173-59.6% | $2,836-69.1% | $2,596-66.2% |
| Participant deferral / active EE | $5,179 | $3,779+37.1% | $4,656+11.2% | $4,027+28.6% |
| Admin fee / account holder | $24,113 | $6,112+294.5% | $7,493+221.8% | $5,403+346.3% |