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 | $137,478 | $49,177+179.6% | $79,464+73.0% | $64,186+114.2% |
| Participation rate | 14.3% | 65.0%-50.7pp | 73.3%-59.1pp | 69.6%-55.3pp |
| Annual return | -4.43% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $575 | $2,076-72.3% | $2,800-79.5% | $2,381-75.9% |
| Participant deferral / active EE | $2,130 | $2,821-24.5% | $3,704-42.5% | $3,470-38.6% |
| Admin fee / account holder | $45,596 | $3,839+1087.8% | $5,113+791.8% | $4,888+832.8% |