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 | $102,107 | $73,867+38.2% | $143,757-29.0% | $68,494+49.1% |
| Participation rate | 54.8% | 66.7%-11.9pp | 80.3%-25.5pp | 67.9%-13.1pp |
| Annual return | -14.52% | 1.01%-15.5pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,925 | $3,184-39.6% | $4,951-61.1% | $2,596-25.9% |
| Participant deferral / active EE | $3,074 | $3,384-9.2% | $5,637-45.5% | $4,027-23.7% |
| Admin fee / account holder | $40,232 | $5,755+599.1% | $14,673+174.2% | $5,403+644.7% |