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 | $138,584 | $81,900+69.2% | $119,609+15.9% | $68,494+102.3% |
| Participation rate | 57.8% | 71.9%-14.1pp | 79.3%-21.5pp | 67.9%-10.1pp |
| Annual return | -15.12% | -23.82%+8.7pp | -14.97%-0.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,996 | $4,148+68.7% | $5,602+24.9% | $4,027+73.7% |
| Admin fee / account holder | $17,164 | $6,582+160.8% | $10,323+66.3% | $5,403+217.7% |