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 | $93,901 | $50,958+84.3% | $74,550+26.0% | $64,186+46.3% |
| Participation rate | 55.9% | 61.1%-5.2pp | 69.1%-13.3pp | 69.6%-13.7pp |
| Annual return | -2.37% | -1.86%-0.5pp | 32.53%-34.9pp | 7.63%-10.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,875 | $2,301-18.5% | $3,108-39.7% | $3,470-45.9% |
| Admin fee / account holder | $7,257 | $4,223+71.9% | $5,060+43.4% | $4,888+48.5% |