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 | $147,233 | $81,900+79.8% | $119,609+23.1% | $68,494+115.0% |
| Participation rate | 27.6% | 71.9%-44.3pp | 79.3%-51.7pp | 67.9%-40.3pp |
| Annual return | -12.89% | -23.82%+10.9pp | -14.97%+2.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,157 | $4,148+24.3% | $5,602-7.9% | $4,027+28.1% |
| Admin fee / account holder | $3,165 | $6,582-51.9% | $10,323-69.3% | $5,403-41.4% |