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 | $116,654 | $82,286+41.8% | $68,791+69.6% | $134,475-13.3% |
| Participation rate | 52.2% | 75.1%-22.9pp | 69.0%-16.9pp | 81.2%-29.0pp |
| Annual return | -17.40% | -2.19%-15.2pp | -6.38%-11.0pp | 417.96%-435.4pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,278 | $4,739-51.9% | $3,941-42.2% | $6,400-64.4% |
| Admin fee / account holder | $1,730 | $6,481-73.3% | $4,932-64.9% | $11,426-84.9% |