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 | $149,785 | $48,265+210.3% | $68,791+117.7% | $68,494+118.7% |
| Participation rate | 60.4% | 60.7%-0.3pp | 69.0%-8.6pp | 67.9%-7.5pp |
| Annual return | -15.55% | -12.71%-2.8pp | -6.38%-9.2pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,743 | $1,829+50.0% | $2,655+3.3% | $2,596+5.7% |
| Participant deferral / active EE | $4,263 | $2,867+48.7% | $3,941+8.2% | $4,027+5.8% |
| Admin fee / account holder | $8,864 | $4,355+103.5% | $4,932+79.7% | $5,403+64.1% |