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 | $201,670 | $81,900+146.2% | $119,609+68.6% | $68,494+194.4% |
| Participation rate | 57.3% | 71.9%-14.6pp | 79.3%-21.9pp | 67.9%-10.6pp |
| Annual return | -11.98% | -23.82%+11.8pp | -14.97%+3.0pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,849 | $2,693-31.4% | $4,232-56.3% | $2,596-28.8% |
| Participant deferral / active EE | $5,087 | $4,148+22.6% | $5,602-9.2% | $4,027+26.3% |
| Admin fee / account holder | $3,521 | $6,582-46.5% | $10,323-65.9% | $5,403-34.8% |