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 | $66,241 | $50,958+30.0% | $74,550-11.1% | $64,186+3.2% |
| Participation rate | 34.3% | 61.1%-26.8pp | 69.1%-34.9pp | 69.6%-35.3pp |
| Annual return | -4.25% | -1.86%-2.4pp | 32.53%-36.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,351 | $2,301+2.2% | $3,108-24.3% | $3,470-32.2% |
| Admin fee / account holder | $1,340 | $4,223-68.3% | $5,060-73.5% | $4,888-72.6% |