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 5-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 | $142,983 | $45,863+211.8% | $77,024+85.6% | $68,494+108.8% |
| Participation rate | 40.7% | 55.9%-15.2pp | 67.9%-27.2pp | 67.9%-27.1pp |
| Annual return | -17.56% | 1.72%-19.3pp | 42.32%-59.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $785 | $1,650-52.4% | $2,812-72.1% | $2,596-69.8% |
| Participant deferral / active EE | $2,512 | $2,962-15.2% | $4,426-43.2% | $4,027-37.6% |
| Admin fee / account holder | $1,147 | $3,041-62.3% | $5,425-78.9% | $5,403-78.8% |