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 | $143,727 | $64,707+122.1% | $112,228+28.1% | $68,494+109.8% |
| Participation rate | 29.0% | 67.2%-38.1pp | 75.1%-46.0pp | 67.9%-38.9pp |
| Annual return | -19.06% | -11.40%-7.7pp | 27.45%-46.5pp | -7.84%-11.2pp |
| Employer contribution / active EE | $891 | $2,746-67.6% | $3,635-75.5% | $2,596-65.7% |
| Participant deferral / active EE | $1,572 | $3,565-55.9% | $4,728-66.7% | $4,027-61.0% |
| Admin fee / account holder | $28,936 | $5,232+453.0% | $6,410+351.4% | $5,403+435.6% |