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 | $132,354 | $62,586+111.5% | $76,768+72.4% | $64,186+106.2% |
| Participation rate | 48.3% | 72.8%-24.5pp | 77.0%-28.6pp | 69.6%-21.2pp |
| Annual return | -1.67% | -1.95%+0.3pp | 2.43%-4.1pp | 7.63%-9.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,203 | $3,145+1.9% | $3,852-16.8% | $3,470-7.7% |
| Admin fee / account holder | $4,649 | $4,667-0.4% | $6,675-30.4% | $4,888-4.9% |