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 | $154,676 | $167,307-7.5% | $143,757+7.6% | $134,475+15.0% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -15.57% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $4,586 | $5,619-18.4% | $4,951-7.4% | $4,740-3.2% |
| Participant deferral / active EE | $9,466 | $6,446+46.9% | $5,637+67.9% | $6,400+47.9% |
| Admin fee / account holder | $4,529 | $18,088-75.0% | $14,673-69.1% | $11,426-60.4% |