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 | $82,287 | $59,805+37.6% | $79,550+3.4% | $68,494+20.1% |
| Participation rate | 56.7% | 61.1%-4.4pp | 69.5%-12.8pp | 67.9%-11.2pp |
| Annual return | -15.41% | -12.30%-3.1pp | 0.16%-15.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $318 | $1,505-78.9% | $2,413-86.8% | $2,596-87.8% |
| Participant deferral / active EE | $2,687 | $3,024-11.1% | $3,985-32.6% | $4,027-33.3% |
| Admin fee / account holder | $23,228 | $4,835+380.4% | $6,832+240.0% | $5,403+329.9% |