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 9-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 | $110,446 | $46,674+136.6% | $117,472-6.0% | $68,494+61.2% |
| Participation rate | 25.5% | 56.8%-31.2pp | 70.6%-45.1pp | 67.9%-42.4pp |
| Annual return | -12.04% | -14.52%+2.5pp | 29.74%-41.8pp | -7.84%-4.2pp |
| Employer contribution / active EE | $538 | $1,505-64.2% | $4,176-87.1% | $2,596-79.3% |
| Participant deferral / active EE | $1,652 | $2,636-37.3% | $4,070-59.4% | $4,027-59.0% |
| Admin fee / account holder | $1,924 | $4,020-52.1% | $5,645-65.9% | $5,403-64.4% |