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 | $130,302 | $95,862+35.9% | $79,550+63.8% | $134,475-3.1% |
| Participation rate | 55.6% | 75.0%-19.5pp | 69.5%-13.9pp | 81.2%-25.7pp |
| Annual return | -17.86% | -2.69%-15.2pp | 0.16%-18.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,420 | $3,128-54.6% | $2,413-41.2% | $4,740-70.0% |
| Participant deferral / active EE | $1,549 | $4,693-67.0% | $3,985-61.1% | $6,400-75.8% |
| Admin fee / account holder | $17,876 | $9,126+95.9% | $6,832+161.6% | $11,426+56.5% |