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 | $133,133 | $59,805+122.6% | $79,550+67.4% | $68,494+94.4% |
| Participation rate | 30.3% | 61.1%-30.8pp | 69.5%-39.2pp | 67.9%-37.6pp |
| Annual return | -11.58% | -12.30%+0.7pp | 0.16%-11.7pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,195 | $1,505-20.6% | $2,413-50.5% | $2,596-54.0% |
| Participant deferral / active EE | $3,025 | $3,0240% | $3,985-24.1% | $4,027-24.9% |
| Admin fee / account holder | $2,646 | $4,835-45.3% | $6,832-61.3% | $5,403-51.0% |