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 | $119,311 | $64,839+84.0% | $95,585+24.8% | $84,808+40.7% |
| Participation rate | 29.4% | 63.8%-34.4pp | 72.1%-42.7pp | 68.3%-38.9pp |
| Annual return | 18.66% | -670.96%+689.6pp | 38.56%-19.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,076 | $2,965-63.7% | $4,023-73.3% | $4,212-74.5% |
| Admin fee / account holder | $523 | $5,964-91.2% | $6,127-91.5% | $7,344-92.9% |