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 9-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 | $190,556 | $61,660+209.0% | $80,019+138.1% | $64,186+196.9% |
| Participation rate | 54.5% | 71.7%-17.1pp | 75.8%-21.3pp | 69.6%-15.0pp |
| Annual return | -2.35% | -0.33%-2.0pp | 11.22%-13.6pp | 7.63%-10.0pp |
| Employer contribution / active EE | $488 | $1,810-73.1% | $2,468-80.2% | $2,381-79.5% |
| Participant deferral / active EE | $8,716 | $2,968+193.7% | $3,686+136.5% | $3,470+151.2% |
| Admin fee / account holder | $17,928 | $5,417+230.9% | $6,521+174.9% | $4,888+266.8% |