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 | $165,506 | $81,900+102.1% | $119,609+38.4% | $68,494+141.6% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -6.28% | -23.82%+17.5pp | -14.97%+8.7pp | -7.84%+1.6pp |
| Employer contribution / active EE | $2,500 | $2,693-7.2% | $4,232-40.9% | $2,596-3.7% |
| Participant deferral / active EE | $4,386 | $4,148+5.8% | $5,602-21.7% | $4,027+8.9% |
| Admin fee / account holder | $5,482 | $6,582-16.7% | $10,323-46.9% | $5,403+1.5% |