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 | $119,896 | $54,229+121.1% | $70,092+71.1% | $68,494+75.0% |
| Participation rate | 40.0% | 64.5%-24.5pp | 70.5%-30.5pp | 67.9%-27.9pp |
| Annual return | -17.39% | -13.87%-3.5pp | 190.73%-208.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,995 | $2,956+1.3% | $3,849-22.2% | $4,027-25.6% |
| Admin fee / account holder | $1,709 | $4,694-63.6% | $6,267-72.7% | $5,403-68.4% |