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 | $75,046 | $72,404+3.7% | $110,238-31.9% | $64,186+16.9% |
| Participation rate | 48.3% | 73.3%-25.0pp | 79.8%-31.5pp | 69.6%-21.3pp |
| Annual return | -3.70% | -6.29%+2.6pp | 314.74%-318.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,581 | $3,469-54.4% | $4,672-66.2% | $3,470-54.4% |
| Admin fee / account holder | $5,438 | $5,664-4.0% | $8,547-36.4% | $4,888+11.2% |