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 | $168,988 | $167,307+1.0% | $143,757+17.6% | $134,475+25.7% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -17.45% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,044 | $5,619-28.0% | $4,951-18.3% | $4,740-14.7% |
| Participant deferral / active EE | $5,196 | $6,446-19.4% | $5,637-7.8% | $6,400-18.8% |
| Admin fee / account holder | $2,707 | $18,088-85.0% | $14,673-81.6% | $11,426-76.3% |