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 | $62,361 | $59,107+5.5% | $86,436-27.9% | $68,494-9.0% |
| Participation rate | 60.6% | 75.2%-14.6pp | 80.3%-19.7pp | 67.9%-7.3pp |
| Annual return | -14.39% | -0.23%-14.2pp | 4394.89%-4409.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $672 | $2,519-73.3% | $3,769-82.2% | $2,596-74.1% |
| Participant deferral / active EE | $6,345 | $5,901+7.5% | $6,952-8.7% | $4,027+57.6% |
| Admin fee / account holder | $22,464 | $5,637+298.5% | $6,731+233.7% | $5,403+315.8% |