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 | $140,591 | $87,540+60.6% | $75,781+85.5% | $125,391+12.1% |
| Participation rate | 69.6% | 80.2%-10.6pp | 75.8%-6.3pp | 83.2%-13.6pp |
| Annual return | -2.74% | 13.48%-16.2pp | 9.68%-12.4pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,251 | $3,930-68.2% | $3,323-62.4% | $4,866-74.3% |
| Participant deferral / active EE | $2,998 | $4,229-29.1% | $3,651-17.9% | $5,352-44.0% |
| Admin fee / account holder | $3,269 | $6,502-49.7% | $5,299-38.3% | $9,540-65.7% |