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 | $155,015 | $73,867+109.9% | $143,757+7.8% | $68,494+126.3% |
| Participation rate | 53.8% | 66.7%-12.8pp | 80.3%-26.5pp | 67.9%-14.0pp |
| Annual return | -12.89% | 1.01%-13.9pp | -0.04%-12.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,353 | $3,184-26.1% | $4,951-52.5% | $2,596-9.4% |
| Participant deferral / active EE | $4,527 | $3,384+33.7% | $5,637-19.7% | $4,027+12.4% |
| Admin fee / account holder | $1,189 | $5,755-79.3% | $14,673-91.9% | $5,403-78.0% |