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 | $90,413 | $72,404+24.9% | $110,238-18.0% | $64,186+40.9% |
| Participation rate | 62.8% | 73.3%-10.5pp | 79.8%-17.0pp | 69.6%-6.8pp |
| Annual return | -3.42% | -6.29%+2.9pp | 314.74%-318.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $795 | $2,282-65.1% | $3,826-79.2% | $2,381-66.6% |
| Participant deferral / active EE | $4,072 | $3,469+17.4% | $4,672-12.8% | $3,470+17.4% |
| Admin fee / account holder | $11,422 | $5,664+101.6% | $8,547+33.6% | $4,888+133.7% |