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 | $74,600 | $27,641+169.9% | $61,373+21.6% | $68,494+8.9% |
| Participation rate | 15.0% | 39.5%-24.5pp | 52.6%-37.6pp | 67.9%-52.9pp |
| Annual return | -19.21% | -13.24%-6.0pp | 338.61%-357.8pp | -7.84%-11.4pp |
| Employer contribution / active EE | $476 | $695-31.5% | $1,159-58.9% | $2,596-81.7% |
| Participant deferral / active EE | $1,223 | $1,263-3.2% | $2,125-42.5% | $4,027-69.6% |
| Admin fee / account holder | $2,214 | $2,010+10.1% | $2,130+4.0% | $5,403-59.0% |