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 | $134,202 | $48,265+178.1% | $68,791+95.1% | $68,494+95.9% |
| Participation rate | 58.6% | 60.7%-2.1pp | 69.0%-10.4pp | 67.9%-9.3pp |
| Annual return | -5.84% | -12.71%+6.9pp | -6.38%+0.5pp | -7.84%+2.0pp |
| Employer contribution / active EE | $1,237 | $1,829-32.3% | $2,655-53.4% | $2,596-52.3% |
| Participant deferral / active EE | $2,478 | $2,867-13.6% | $3,941-37.1% | $4,027-38.5% |
| Admin fee / account holder | $6,137 | $4,355+40.9% | $4,932+24.4% | $5,403+13.6% |