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 | $138,826 | $93,024+49.2% | $77,024+80.2% | $134,475+3.2% |
| Participation rate | 64.3% | 74.5%-10.2pp | 67.9%-3.6pp | 81.2%-16.9pp |
| Annual return | -17.68% | 62.60%-80.3pp | 42.32%-60.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,786 | $5,238+10.5% | $4,426+30.7% | $6,400-9.6% |
| Admin fee / account holder | $1,246 | $6,944-82.1% | $5,425-77.0% | $11,426-89.1% |