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 | $77,903 | $45,863+69.9% | $77,024+1.1% | $68,494+13.7% |
| Participation rate | 27.9% | 55.9%-28.0pp | 67.9%-40.0pp | 67.9%-40.0pp |
| Annual return | -15.47% | 1.72%-17.2pp | 42.32%-57.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,980 | $2,962-33.2% | $4,426-55.3% | $4,027-50.8% |
| Admin fee / account holder | $24,847 | $3,041+717.2% | $5,425+358.0% | $5,403+359.9% |