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 | $133,483 | $42,383+214.9% | $76,523+74.4% | $64,186+108.0% |
| Participation rate | 29.0% | 58.1%-29.1pp | 68.0%-39.0pp | 69.6%-40.5pp |
| Annual return | -7.07% | -16.54%+9.5pp | -0.27%-6.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,196 | $1,563-23.5% | $2,647-54.8% | $2,381-49.8% |
| Participant deferral / active EE | $2,403 | $2,566-6.4% | $3,835-37.4% | $3,470-30.7% |
| Admin fee / account holder | $11,832 | $3,198+270.0% | $4,848+144.0% | $4,888+142.1% |