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 | $92,562 | $94,529-2.1% | $140,016-33.9% | $64,186+44.2% |
| Participation rate | 46.3% | 84.1%-37.8pp | 87.5%-41.2pp | 69.6%-23.3pp |
| Annual return | -6.42% | 7.77%-14.2pp | 651.12%-657.5pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,472 | $3,812-61.4% | $5,606-73.7% | $2,381-38.2% |
| Participant deferral / active EE | $2,814 | $5,250-46.4% | $6,927-59.4% | $3,470-18.9% |
| Admin fee / account holder | $9,904 | $6,741+46.9% | $10,705-7.5% | $4,888+102.6% |