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 | $199,039 | $59,805+232.8% | $79,550+150.2% | $68,494+190.6% |
| Participation rate | 47.9% | 61.1%-13.1pp | 69.5%-21.6pp | 67.9%-20.0pp |
| Annual return | -16.83% | -12.30%-4.5pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,791 | $3,024+25.4% | $3,985-4.9% | $4,027-5.9% |
| Admin fee / account holder | $37,192 | $4,835+669.3% | $6,832+444.4% | $5,403+588.4% |