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 | $166,582 | $73,004+128.2% | $90,749+83.6% | $68,494+143.2% |
| Participation rate | 53.0% | 70.8%-17.8pp | 75.7%-22.7pp | 67.9%-14.9pp |
| Annual return | -17.47% | -13.81%-3.7pp | -12.16%-5.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,191 | $2,193-0.1% | $2,921-25.0% | $2,596-15.6% |
| Participant deferral / active EE | $5,906 | $3,627+62.8% | $4,564+29.4% | $4,027+46.6% |
| Admin fee / account holder | $921 | $5,896-84.4% | $8,445-89.1% | $5,403-83.0% |