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 | $166,603 | $95,193+75.0% | $76,523+117.7% | $135,375+23.1% |
| Participation rate | 21.1% | 74.4%-53.3pp | 68.0%-46.9pp | 82.6%-61.6pp |
| Annual return | -7.03% | 4.85%-11.9pp | -0.27%-6.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $644 | $3,302-80.5% | $2,647-75.7% | $4,779-86.5% |
| Participant deferral / active EE | $2,293 | $4,639-50.6% | $3,835-40.2% | $5,609-59.1% |
| Admin fee / account holder | $29,603 | $6,249+373.8% | $4,848+510.6% | $10,827+173.4% |