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 | $64,247 | $45,863+40.1% | $77,024-16.6% | $68,494-6.2% |
| Participation rate | 57.1% | 55.9%+1.2pp | 67.9%-10.8pp | 67.9%-10.7pp |
| Annual return | -16.65% | 1.72%-18.4pp | 42.32%-59.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,223 | $2,962+42.6% | $4,426-4.6% | $4,027+4.9% |
| Admin fee / account holder | $13,460 | $3,041+342.7% | $5,425+148.1% | $5,403+149.1% |