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 | $74,543 | $45,863+62.5% | $77,024-3.2% | $68,494+8.8% |
| Participation rate | 15.6% | 55.9%-40.4pp | 67.9%-52.3pp | 67.9%-52.3pp |
| Annual return | -19.08% | 1.72%-20.8pp | 42.32%-61.4pp | -7.84%-11.2pp |
| Employer contribution / active EE | $603 | $1,650-63.4% | $2,812-78.5% | $2,596-76.8% |
| Participant deferral / active EE | $1,300 | $2,962-56.1% | $4,426-70.6% | $4,027-67.7% |
| Admin fee / account holder | $13,644 | $3,041+348.7% | $5,425+151.5% | $5,403+152.5% |