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 | $134,456 | $64,707+107.8% | $112,228+19.8% | $68,494+96.3% |
| Participation rate | 42.6% | 67.2%-24.5pp | 75.1%-32.4pp | 67.9%-25.2pp |
| Annual return | -14.15% | -11.40%-2.8pp | 27.45%-41.6pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,704 | $2,746-37.9% | $3,635-53.1% | $2,596-34.4% |
| Participant deferral / active EE | $3,788 | $3,565+6.3% | $4,728-19.9% | $4,027-5.9% |
| Admin fee / account holder | $3,313 | $5,232-36.7% | $6,410-48.3% | $5,403-38.7% |