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 | $134,822 | $59,805+125.4% | $79,550+69.5% | $68,494+96.8% |
| Participation rate | 45.5% | 61.1%-15.6pp | 69.5%-24.0pp | 67.9%-22.4pp |
| Annual return | -15.76% | -12.30%-3.5pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $762 | $1,505-49.4% | $2,413-68.4% | $2,596-70.6% |
| Participant deferral / active EE | $1,830 | $3,024-39.5% | $3,985-54.1% | $4,027-54.6% |
| Admin fee / account holder | $4,217 | $4,835-12.8% | $6,832-38.3% | $5,403-22.0% |