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 | $167,476 | $56,357+197.2% | $104,294+60.6% | $68,494+144.5% |
| Participation rate | 40.7% | 63.3%-22.5pp | 73.3%-32.5pp | 67.9%-27.1pp |
| Annual return | -12.56% | -9.19%-3.4pp | 24.61%-37.2pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,172 | $1,960-40.2% | $3,372-65.2% | $2,596-54.8% |
| Participant deferral / active EE | $3,604 | $3,077+17.1% | $4,625-22.1% | $4,027-10.5% |
| Admin fee / account holder | $2,549 | $4,903-48.0% | $7,339-65.3% | $5,403-52.8% |