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 | $160,688 | $81,900+96.2% | $119,609+34.3% | $68,494+134.6% |
| Participation rate | 61.1% | 71.9%-10.8pp | 79.3%-18.1pp | 67.9%-6.8pp |
| Annual return | -15.87% | -23.82%+7.9pp | -14.97%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,761 | $2,693-34.6% | $4,232-58.4% | $2,596-32.2% |
| Participant deferral / active EE | $3,790 | $4,148-8.6% | $5,602-32.3% | $4,027-5.9% |
| Admin fee / account holder | $1,274 | $6,582-80.6% | $10,323-87.7% | $5,403-76.4% |