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 | $106,449 | $45,863+132.1% | $77,024+38.2% | $68,494+55.4% |
| Participation rate | 32.8% | 55.9%-23.1pp | 67.9%-35.1pp | 67.9%-35.1pp |
| Annual return | -15.18% | 1.72%-16.9pp | 42.32%-57.5pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,635 | $2,962-44.8% | $4,426-63.1% | $4,027-59.4% |
| Admin fee / account holder | $861 | $3,041-71.7% | $5,425-84.1% | $5,403-84.1% |