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 | $149,720 | $107,791+38.9% | $90,645+65.2% | $135,375+10.6% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -5.46% | -0.90%-4.6pp | 1.88%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $340 | $3,018-88.7% | $2,532-86.6% | $4,779-92.9% |
| Participant deferral / active EE | $6,375 | $3,872+64.6% | $3,425+86.2% | $5,609+13.7% |
| Admin fee / account holder | $1,017 | $5,930-82.8% | $4,994-79.6% | $10,827-90.6% |