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 | $115,064 | $59,805+92.4% | $79,550+44.6% | $68,494+68.0% |
| Participation rate | 29.6% | 61.1%-31.4pp | 69.5%-39.9pp | 67.9%-38.3pp |
| Annual return | -16.81% | -12.30%-4.5pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $388 | $1,505-74.2% | $2,413-83.9% | $2,596-85.0% |
| Participant deferral / active EE | $2,737 | $3,024-9.5% | $3,985-31.3% | $4,027-32.0% |
| Admin fee / account holder | $19,853 | $4,835+310.6% | $6,832+190.6% | $5,403+267.5% |