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 | $127,936 | $81,900+56.2% | $119,609+7.0% | $68,494+86.8% |
| Participation rate | 52.0% | 71.9%-19.9pp | 79.3%-27.3pp | 67.9%-15.9pp |
| Annual return | -16.86% | -23.82%+7.0pp | -14.97%-1.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,299 | $4,148-20.5% | $5,602-41.1% | $4,027-18.1% |
| Admin fee / account holder | $6,659 | $6,582+1.2% | $10,323-35.5% | $5,403+23.2% |