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 | $163,861 | $64,707+153.2% | $112,228+46.0% | $68,494+139.2% |
| Participation rate | 39.3% | 67.2%-27.9pp | 75.1%-35.8pp | 67.9%-28.6pp |
| Annual return | -16.59% | -11.40%-5.2pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $822 | $2,746-70.1% | $3,635-77.4% | $2,596-68.3% |
| Participant deferral / active EE | $3,437 | $3,565-3.6% | $4,728-27.3% | $4,027-14.7% |
| Admin fee / account holder | $8,556 | $5,232+63.5% | $6,410+33.5% | $5,403+58.4% |