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 | $177,619 | $142,344+24.8% | $119,609+48.5% | $134,475+32.1% |
| Participation rate | 56.3% | 82.8%-26.6pp | 79.3%-23.0pp | 81.2%-25.0pp |
| Annual return | -8.30% | -12.44%+4.1pp | -14.97%+6.7pp | 417.96%-426.3pp |
| Employer contribution / active EE | $1,771 | $5,222-66.1% | $4,232-58.1% | $4,740-62.6% |
| Participant deferral / active EE | $5,129 | $6,469-20.7% | $5,602-8.4% | $6,400-19.9% |
| Admin fee / account holder | $4,047 | $13,584-70.2% | $10,323-60.8% | $11,426-64.6% |