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 | $101,612 | $107,791-5.7% | $90,645+12.1% | $135,375-24.9% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -0.95% | -0.90%-0.1pp | 1.88%-2.8pp | 519.73%-520.7pp |
| Employer contribution / active EE | $595 | $3,018-80.3% | $2,532-76.5% | $4,779-87.6% |
| Participant deferral / active EE | $830 | $3,872-78.6% | $3,425-75.8% | $5,609-85.2% |
| Admin fee / account holder | $14,904 | $5,930+151.3% | $4,994+198.5% | $10,827+37.7% |