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 | $87,860 | $27,641+217.9% | $61,373+43.2% | $68,494+28.3% |
| Participation rate | 19.6% | 39.5%-19.9pp | 52.6%-33.0pp | 67.9%-48.3pp |
| Annual return | -12.27% | -13.24%+1.0pp | 338.61%-350.9pp | -7.84%-4.4pp |
| Employer contribution / active EE | $730 | $695+5.0% | $1,159-37.0% | $2,596-71.9% |
| Participant deferral / active EE | $2,082 | $1,263+64.9% | $2,125-2.0% | $4,027-48.3% |
| Admin fee / account holder | $1,099 | $2,010-45.3% | $2,130-48.4% | $5,403-79.7% |