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 | $148,013 | $142,344+4.0% | $119,609+23.7% | $134,475+10.1% |
| Participation rate | 41.7% | 82.8%-41.1pp | 79.3%-37.6pp | 81.2%-39.6pp |
| Annual return | -0.26% | -12.44%+12.2pp | -14.97%+14.7pp | 417.96%-418.2pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,575 | $6,469-44.7% | $5,602-36.2% | $6,400-44.1% |
| Admin fee / account holder | $2,976 | $13,584-78.1% | $10,323-71.2% | $11,426-74.0% |