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 | $114,673 | $48,050+138.7% | $85,969+33.4% | $59,632+92.3% |
| Participation rate | 30.8% | 64.5%-33.7pp | 76.5%-45.8pp | 68.7%-37.9pp |
| Annual return | -2.54% | 0.29%-2.8pp | 9.32%-11.9pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,403 | $2,249-37.6% | $3,829-63.4% | $3,192-56.1% |
| Admin fee / account holder | $2,222 | $3,206-30.7% | $6,053-63.3% | $4,297-48.3% |