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 | $93,337 | $59,805+56.1% | $79,550+17.3% | $68,494+36.3% |
| Participation rate | 31.0% | 61.1%-30.1pp | 69.5%-38.5pp | 67.9%-36.9pp |
| Annual return | -18.92% | -12.30%-6.6pp | 0.16%-19.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,439 | $3,024-52.4% | $3,985-63.9% | $4,027-64.3% |
| Admin fee / account holder | $13,119 | $4,835+171.4% | $6,832+92.0% | $5,403+142.8% |