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 | $110,516 | $44,642+147.6% | $91,220+21.2% | $66,914+65.2% |
| Participation rate | 40.0% | 64.9%-24.9pp | 73.2%-33.2pp | 69.8%-29.8pp |
| Annual return | -14.61% | -12.29%-2.3pp | 114.01%-128.6pp | 1.58%-16.2pp |
| Employer contribution / active EE | $0 | $1,706-100.0% | $2,850-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,032 | $3,349-39.3% | $4,234-52.0% | $4,237-52.0% |
| Admin fee / account holder | $21,097 | $521+3945.8% | $5,420+289.3% | $593+3456.2% |