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 | $78,532 | $42,894+83.1% | $60,874+29.0% | $68,494+14.7% |
| Participation rate | 58.1% | 66.8%-8.7pp | 73.1%-15.0pp | 67.9%-9.7pp |
| Annual return | -13.49% | -13.98%+0.5pp | 16.90%-30.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,022 | $1,978+52.8% | $2,701+11.8% | $2,596+16.4% |
| Participant deferral / active EE | $4,416 | $2,867+54.0% | $3,817+15.7% | $4,027+9.7% |
| Admin fee / account holder | $12,739 | $3,101+310.9% | $3,224+295.1% | $5,403+135.8% |