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 | $72,340 | $77,813-7.0% | $123,544-41.4% | $64,186+12.7% |
| Participation rate | 28.1% | 74.7%-46.6pp | 82.3%-54.2pp | 69.6%-41.4pp |
| Annual return | -2.97% | 12.48%-15.5pp | 119.20%-122.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,276 | $5,240-18.4% | $6,426-33.5% | $3,470+23.2% |
| Admin fee / account holder | $20,007 | $5,519+262.5% | $9,284+115.5% | $4,888+309.3% |