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 | $147,435 | $42,383+247.9% | $76,523+92.7% | $64,186+129.7% |
| Participation rate | 29.7% | 58.1%-28.5pp | 68.0%-38.3pp | 69.6%-39.9pp |
| Annual return | -3.10% | -16.54%+13.4pp | -0.27%-2.8pp | 7.63%-10.7pp |
| Employer contribution / active EE | $881 | $1,563-43.6% | $2,647-66.7% | $2,381-63.0% |
| Participant deferral / active EE | $3,048 | $2,566+18.8% | $3,835-20.5% | $3,470-12.1% |
| Admin fee / account holder | $5,805 | $3,198+81.5% | $4,848+19.7% | $4,888+18.8% |