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 | $75,079 | $56,484+32.9% | $169,463-55.7% | $64,186+17.0% |
| Participation rate | 59.3% | 64.5%-5.3pp | 77.8%-18.5pp | 69.6%-10.3pp |
| Annual return | -2.04% | -1.55%-0.5pp | 1.83%-3.9pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,303 | $3,448-33.2% | $5,277-56.4% | $3,470-33.6% |
| Admin fee / account holder | $3,976 | $4,174-4.7% | $9,109-56.3% | $4,888-18.7% |