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 | $114,145 | $94,529+20.8% | $140,016-18.5% | $64,186+77.8% |
| Participation rate | 48.4% | 84.1%-35.6pp | 87.5%-39.1pp | 69.6%-21.1pp |
| Annual return | -5.44% | 7.77%-13.2pp | 651.12%-656.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,822 | $5,250-8.2% | $6,927-30.4% | $3,470+39.0% |
| Admin fee / account holder | $15,506 | $6,741+130.0% | $10,705+44.8% | $4,888+217.2% |