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 | $142,105 | $59,805+137.6% | $79,550+78.6% | $68,494+107.5% |
| Participation rate | 45.9% | 61.1%-15.1pp | 69.5%-23.5pp | 67.9%-21.9pp |
| Annual return | -14.47% | -12.30%-2.2pp | 0.16%-14.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $500 | $1,505-66.8% | $2,413-79.3% | $2,596-80.7% |
| Participant deferral / active EE | $1,830 | $3,024-39.5% | $3,985-54.1% | $4,027-54.6% |
| Admin fee / account holder | $4,352 | $4,835-10.0% | $6,832-36.3% | $5,403-19.4% |