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 | $125,139 | $54,229+130.8% | $70,092+78.5% | $68,494+82.7% |
| Participation rate | 26.3% | 64.5%-38.2pp | 70.5%-44.2pp | 67.9%-41.6pp |
| Annual return | -14.25% | -13.87%-0.4pp | 190.73%-205.0pp | -7.84%-6.4pp |
| Employer contribution / active EE | $708 | $2,018-64.9% | $2,559-72.3% | $2,596-72.7% |
| Participant deferral / active EE | $1,310 | $2,956-55.7% | $3,849-66.0% | $4,027-67.5% |
| Admin fee / account holder | $6,067 | $4,694+29.3% | $6,267-3.2% | $5,403+12.3% |