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 | $104,126 | $48,265+115.7% | $68,791+51.4% | $68,494+52.0% |
| Participation rate | 66.7% | 60.7%+6.0pp | 69.0%-2.4pp | 67.9%-1.2pp |
| Annual return | -18.40% | -12.71%-5.7pp | -6.38%-12.0pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,461 | $2,867+90.5% | $3,941+38.6% | $4,027+35.6% |
| Admin fee / account holder | $14,758 | $4,355+238.8% | $4,932+199.2% | $5,403+173.2% |