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 | $83,460 | $50,958+63.8% | $74,550+12.0% | $64,186+30.0% |
| Participation rate | 31.6% | 61.1%-29.5pp | 69.1%-37.6pp | 69.6%-38.0pp |
| Annual return | -4.80% | -1.86%-2.9pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,432 | $2,301-37.8% | $3,108-53.9% | $3,470-58.7% |
| Admin fee / account holder | $9,774 | $4,223+131.5% | $5,060+93.2% | $4,888+100.0% |