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 | $97,671 | $72,404+34.9% | $110,238-11.4% | $64,186+52.2% |
| Participation rate | 44.4% | 73.3%-28.9pp | 79.8%-35.4pp | 69.6%-25.1pp |
| Annual return | -2.07% | -6.29%+4.2pp | 314.74%-316.8pp | 7.63%-9.7pp |
| Employer contribution / active EE | $715 | $2,282-68.7% | $3,826-81.3% | $2,381-70.0% |
| Participant deferral / active EE | $3,162 | $3,469-8.9% | $4,672-32.3% | $3,470-8.9% |
| Admin fee / account holder | $17,862 | $5,664+215.3% | $8,547+109.0% | $4,888+265.4% |