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 | $100,444 | $73,004+37.6% | $90,749+10.7% | $68,494+46.6% |
| Participation rate | 58.6% | 70.8%-12.2pp | 75.7%-17.1pp | 67.9%-9.3pp |
| Annual return | -11.65% | -13.81%+2.2pp | -12.16%+0.5pp | -7.84%-3.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,221 | $3,627-38.8% | $4,564-51.3% | $4,027-44.8% |
| Admin fee / account holder | $9,737 | $5,896+65.2% | $8,445+15.3% | $5,403+80.2% |