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 | $172,078 | $53,596+221.1% | $90,645+89.8% | $64,186+168.1% |
| Participation rate | 38.1% | 64.5%-26.4pp | 74.0%-35.9pp | 69.6%-31.5pp |
| Annual return | -6.67% | 4.41%-11.1pp | 1.88%-8.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,603 | $1,503+6.6% | $2,532-36.7% | $2,381-32.7% |
| Participant deferral / active EE | $1,603 | $2,459-34.8% | $3,425-53.2% | $3,470-53.8% |
| Admin fee / account holder | $6,149 | $3,868+59.0% | $4,994+23.1% | $4,888+25.8% |