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 | $152,010 | $95,862+58.6% | $79,550+91.1% | $134,475+13.0% |
| Participation rate | 56.3% | 75.0%-18.8pp | 69.5%-13.2pp | 81.2%-25.0pp |
| Annual return | -14.32% | -2.69%-11.6pp | 0.16%-14.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,339 | $3,128-25.2% | $2,413-3.1% | $4,740-50.7% |
| Participant deferral / active EE | $4,894 | $4,693+4.3% | $3,985+22.8% | $6,400-23.5% |
| Admin fee / account holder | $7,205 | $9,126-21.1% | $6,832+5.5% | $11,426-36.9% |